Adding monitored employees and groups to departments

An important activity in Compliance Accelerator is to add employees and employee groups to the departments in which you want to monitor them. If you have not already created the profiles for these employees and groups, you must do so before you can add them to a department.

You must have the Add Monitored Employees and Grant Users Access permissions to add employees and groups to a department. By default, users with the department role of User Admin have these permissions.

To add monitored employees and groups to a department

  1. Click the Departments tab in the Compliance Accelerator client, and then click the Monitored Employees tab.

  2. In the Departments pane at the left, do one of the following:

    • Right-click the department to which you want to add some employees or groups, and then click Add Monitored Employees.

    • Click the department to which you want to add some employees or groups, and then click Add employees at the top of the window.

    If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any exception employees, folders, and reviewers that are associated with them.

  3. Select the employees and groups that you want to monitor.

    You can select multiple adjacent names by holding down the Shift key and clicking the first and last names in the range. To select multiple, nonadjacent names, hold down the Ctrl key and click the required names.

  4. Click OK.

More Information

Creating employee profiles

About the Compliance Accelerator permissions

Moving employees or groups between departments

Removing employees and groups from departments


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