Dynamic Hierarchy Policy for Person Attribute Management Roles

You can use a Dynamic Hierarchy policy to automatically generate Management Roles and assign people to those roles based on the value of a specified 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 value to the Management Role.

Create a Person Attribute Management Role Dynamic Hierarchy 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.