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Adding an operator by using the organizational chart

Suggest edit Updated on July 1, 2021

You can create operator ID data instances for a selected organization by using the Organizational Chart tab on the Organization landing page.

  1. Display the organizational chart by doing one of the following steps.
    • Click ConfigureOrg & SecurityOrganizationOrganizational Chart.
    • Open the Organization, Division, or Organization Unit rule form, and go to the Charts tab.
  2. Right-click to open the pop-up panel, and click Add Operator.Result: A pop-up window appears. The organization, department, or unit values are automatically filled depending upon which node you choose.
  3. Enter any missing organization information. Enter an operator ID, password, and full name. Select the operator's access group. All values are required.
  4. Click OK to create the operator ID instance.
  5. Open the operator ID instance to add or modify the information. Some values such as work group and calendar are copied from a data transform.
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