Go to: Authorization Framework → Organization Chart
Click 'New' and fill in:
After 'Save & Close':
In the visual view, you'll see buttons:
Example:
create:
- "Sales" Department
- "Accounting" Department
- "IT" Department
Now add Organization Roles in each department.
Go to: Your Organization Chart (still open?) → click on department → "Add a new Organization Role"
| Field | Fill in | Explanation |
|---|---|---|
| Name | e.g. "Sales Associate" | Name of the Organization Role |
| Description | e.g. "Employee who helps customers" | Short explanation (optional) |
| Profile ID | Leave blank (now) | For advanced use |
| Approval Template | Leave blank (now) | For advanced use |
| Company required | Uncheck (now) | If you say yes to this, you have to assign rights per company |
Click: 'Save & Close' → You are now on the Organization Role card
⚠️ Important: An Organization Role without Permission Sets is useless!
You will now see a 'Process' button in the header (or 'Send Approval Request' if approval is required).
⚠️ Warning: As long as the Status is not "Processed", users will NOT get the permissions!
Last reviewed: October 2026.