Back ForwardOrganization landing page

Access the Organization landing page by selecting the > Org & Security > Organization menu item. The following tabs are available:

 

Operators tab

Use this tab to display a list of operators in the system and information about them.

Column

Description

Full Name The full name of this user (up to 50 characters). This text is present in the navigation panel of standard portal displays. A user can have more than one operator ID.
Operator ID The key part of an operator ID instance.
Job Position/Title Optional. The user's job title or position.
Access Group The name of an access group (a Data-Admin-Operator-AccessGroup instance) for this user.
Last sign on The date and time when this operator most recently logged on using HTTP or HTTPS access to the Pega 7 portal using Microsoft's Internet Explorer Web browser on a Windows workstation, or from a browser presenting a Pega Composite Application.

 

Organizational Chart tab

This tab enables you to view the organizational structures and operators in the system. You can create or modify existing structures and add operators.

Pega 7 supports a three-level organization hierarchy. The top level is known as the organization; the middle level as divisions, and the lowest level as organization units. Each user (Operator ID instance) is associated with an organization, division, and unit.

This tab displays a tree chart representing the organizations in your system. You can use the chart to:

This chart is also available on the Chart tab in organization, division, and organization unit rule forms.

Viewing the chart

Click a plus sign to expand any node. Organizations are presented at the top level, divisions at the first indented level, and organization units at the second indented level. Organization units can have child units reporting to them. These child units are for charting purposes only. Their relationships are not referenced during rule processing or used in reports.

The Description column contains the short description text in the node's rule form. The Cost Center and Manager columns use the values entered in the Cost Center and Cost Center Manager sections on the Accounting tab on division and organization unit rule forms.

Double-click any node to open its rule form.

Working with the chart

You can perform operations on a node by selecting it on the chart and right-clicking. This opens a pop-up menu, which displays these options:

As you make modifications, use the Refresh button to update the display.

 

Definitions landing page, division, organization unit, organizational RuleSet, ownership, RuleSet list
Related topics About Organization data instances
About Organization Unit data instances
About Division data instances
About Operator ID instances

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