This guide provides instructions on how to manage Organizational functions within the portal. Organizational functions help define the roles and responsibilities of users across your organization and gives you as the administrator an organized view of the user’s role in your organization.
To manage the organizational functions in the portal navigate to Settings > Organization functions.
To add an organizational function click on the blue Add function button.
In the Add function window, enter the name of the function you wish to create and click on the blue Add button to add the function to your portal.
To remove an existing organizational function, click on the wastebasket icon đź—‘ to the right of the function you wish to delete.
To rename an organizational function, click directly on the name of the function you wish to rename to open the edit function window. After making changes to the function name, click on the blue Save button to save the changes.
To assign an organization role to a user navigate to Settings > Manage users and permissions. Click directly on a user’s first or last name to open the user’s user profile.
Under “User roles” you may assign a user one organization role per user role.
When a user has an organization role assigned, you will be able to see their assigned organization role when you have selected the user in a user list.
When a user has an assigned organizational role, the organization role will automatically be filled in as the Role of the user when you add the user as a meeting participant in the meeting minutes.
If a user has no organization role or multiple organization roles assigned, you may select from the available organizational functions in the portal in the drop-down menu that appears when you click on the Role input.