Assign Employee to Organization

Overview

The ability to assign an employee to an organization is available through the Organizations Tab in the Employees Window.

 

Prerequisites

An organization must have been added in the Codes Window, and an employee must have been added.

 

Assign Employee to Organization

To assign an employee to an organization:

• Click on an organization in the Unassigned box on the left.

• Click on the right-arrow (>) to move the entry to the "Assigned" box on the right.

To unassign (remove) an employee from an organization:

• Click on an entry in the Unassigned box on the right.

• Click on the left-arrow (<) to move the entry to the "Unassigned" box on the left.

 

Notes

• Organizations are used to manage users' access to contracts throughout iPDWeb. Contracts may be assigned to an organization in the Contract Window so that only employees assigned to that organization have access.

• If an employee is assigned to an organization, then that employee will only be able to see contracts/projects assigned to that organization.

• If an employee is not assigned to any organization that employee will be able to see all contracts/projects.