Set up your first authorization structure.
- Go to: Authorization Framework → Organization Chart
- Click: 'New'
- Fill in: Name (e.g. "Sales structure 2025")
- Click: 'Save & Close'
- Open the created Chart
- Click the + icon at the top
- Fill in: Departments (e.g. "Sales", "Accounting")
- In each Department: click the icon "Add a new Organization Role"
- Fill in:
- Name: e.g. "Sales Assistant"
- Description: short description
- Leave the rest empty for now
- Click: 'Save & Close'
- On the Organization Role map
- Go to Fasttab "Permission Sets"
- Click: 'New'
- Select permissions (e.g. "Sales_View")
- Click: 'Save & Close'
- Click 'Process'
- Go to: User Management → Authorization Requests
- Click: 'New'
- Select user (e.g. "John Smith")
- Go to Fasttab "Organization Role"
- Click: 'New'
- Select the newly created Organization Role (e.g. Sales Associate)
- Click: 'Process' or 'Send Approval Request' (depending on your setup)
⚠️ Important: Status of the Organization Role in the end should be “Processed”
- What are your real features (not departments)
- E.g.: “Report Writer”, “Sales Manager”, “Read-Only Auditor”
- Export to Excel, save
- Update regularly
- Add 1 test-user first
- Check if the assigned rights work
- Adjust if necessary
- Prevents errors
- Audit trail is important
- Check the Change Log regularly (who changed what)
- Export to Excel, save a copy as a work document
- When all changes have to be reverted, the original Excel can be imported
Last reviewed: October 2026.