User affiliation

Affiliation is a relationship between a user and one or more of the following: a cost center, a location and an organization. 

You do not need to create a relationship between a user and all three items—cost center, location and organization. You can choose which combination of relationships are most important to your organization.

Creating an affiliation

Create affiliations between cost centers, locations and organizations and one or more users from the Configuration Items workspace>Users view.

To create an affiliation:

  1. Go to the Configuration Items workspace and click the Users folder.

  2. Select one or more users in the list.

  3. Click Manage Affiliation. The Manage Affiliation dialog opens.

  4. Add a location, organization and/or a cost center to the user. If you have selected multiple users, they will all receive the same affiliation.