Assign External Integrations to Personnel

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External system integrations are generally assigned in the personnel  record under the System Integrations tab, however, they can also be managed in the Integration Assignments section found by clicking on the Go To Integration Assignments button at the bottom of the full personnel listing.  To assign an integration to a group of people, follow these steps:

  1. Use the Advanced Search or Quick Search feature to find the group of people who you want to assign to a system integration.
  2. Select the System from the dropdown list in the top right corner of the page.
  3. Click on the Add All to Selected System button found at the bottom of the page in the middle.
  4. If needed, you can manually add others to the selected system integration or remove people from the list on the right.

To review what integrations have been set for what people, click on the Exception Report or Integration Summary report buttons.  For more information, click here.

Previous Systems Integration Overview
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