Use Dynamic Hierarchy Policies to Create External Roles and Locations

You can use a Dynamic Hierarchy policy 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 person with the matching attribute values to the Role and Location.

Create the policy

1. On the navbar, expand Dynamic Hierarchies and select Policies.

2. Click the Add (+) button.
   
   

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   This opens the Policy Details form.
   
   

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3. Fill out each section of the form according to your policy needs.
   

4. Click Save.