Learning objective:

Create teams, organizations, context types and values to your users. As a CAM Administrator you want create teams and set up their working environment with roles and organization. This helps to set up budgets utilization and permissions access.

Prerequisite

Be a CAM Administrator or have the appropriate permissions to perform all steps.

Steps:

Create an organization

On the
Access User
platform, click >
Main menu
  >
Admin
>
User Access
>
Organizations
>
Organization +
.
Enter the required information and click >
Create
.

Supported Resources:

User Access
User onboarding create an organization.

Create context values

On the main menu click >
Admin
>
Context Type
  >
Context Type+
> add
required information
>
Create
.

Supported Resources:

Context Types
User onboarding create context values

Create users access

On the
User Access
platform click >
User Access+
> enter the required information > select the specific team >
Create.

Supported Resources:

Working with users
User Access

Create a team

On the
User Access
click >
Create team
> add required information > add
Roles and Users
>
Create
.

Assign users and roles to teams

On the
User Access
click >
View Details
>
Add Role
> select
CAM Administrator
> enter the required information.
In
Business Entities
click >
Organizations
>
Landing
> All to apply context values >
Add
.

Supported Resources:

Working with teams

Next steps:

View the Supported Service Providers
Onboard Service Provider accounts.
Configure Dynamic Resource Groups
Creating and managing budgets