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Business Roles and Location Assignments

Configure role and location mappings, automatic role and location assignments, and dynamic hierarchy policies for external organizational structures.

📄️ Dynamically Generate External Roles and Locations

You can use Dynamic Hierarchy policies to automatically generate external Business Roles and Locations based on the value of a specified person attribute, such as the name of their department. After the policy is created, the Dynamic Hierarchy engine will add any account with the matching attribute values to the AccountExternalOrgRoleOrgZone table for use by the role and location compiler job. As seen below in the policy settings section of a dynamic hierarchy policy, you can select up to 3 attributes to build your external role tree and your external location tree. Each level represents a Parent/Child level in the tree as described below: