Rollbase Organization Model

Define location, department and function hierarchies along with user groups to model your entire organizational structure no matter how large or small.

By defining location, department and function hierarchies you can easily model your entire organizational structure no matter how large or small, and create user groups based on these hierarchies to further refine which features and data each of your users can access. In this way you can model complex organizational structures and leverage these structures to segment data access for tens, hundreds and even thousands of users in an intuitive, scalable, and easy to manage system.

Locations

The locations hierarchy allows you to define all of the locations your organization operates in throughout the world. For larger organizations it is often convenient to create several layers to organize offices into regions, countries and overall territories. A detailed location hierarchy allows you to organize all of the data in your Progress Rollbase applications according to geography and optionally use Groups to determine which users can access it.

Departments

The departments hierarchy provides a way to model the functional structure of your organization by creating layers of companies, departments, groups, teams, etc, based on how your organization is structured. A fully modeled department hierarchy allows you to organize all of the data in your Progress Rollbase applications according to your organization's structure and optionally use Groups to determine which users can access it.

Functions

Functions represent job functions or positions in your organization from a reporting structure perspective. A fully modeled function hierarchy allows you to organize all of the data in your Progress Rollbase applications according to your organization's reporting structure and optionally use Groups to determine which users can access it.

Groups

User groups consist of a specific location, department and function combination, which can be used to determine application permissions based on organizational structure. Each user can be assigned to any number of groups. For example you might create different Groups for HR Managers in US, Canada, APAC, EMEA, etc. While users assigned to these Groups may have the same Role and User-specific permissions, they will only be able to access data associated with different portions of the hierarchies based on their group assignments.


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