On this page, you will learn how to manage management functions.

• Using management functions
• Assign a leadership function
• Change a leadership function
• Add and remove people
• Add objects and comments
• Change the order of people, objects, and comments
• Expand the management box header
• Display notes

Using management functions

Digital workflows, e.g. issuing outgoing invoices, transferring signing authority, or providing final approval for third-party funding reports, can only be carried out by the head of an institution or their deputy.

The leadership function allows the positions of organization head(s) and Deputy to be assigned to individuals at the respective institution in the directory. These assignments are imported into Identity Management and transferred from there to the respective target systems so that the corresponding authorizations can be granted.

In addition, individuals holding these positions are displayed under a separate heading at the top of RWTHcontacts. This ensures a consistent presentation and makes it easier for users to find them.

Assign a leadership function

To assign a position in the directory, follow these steps:

Step 1
Click Leadership Functions in the menu column.

Step 2
Click Organization Head(s) or Deputy to assign the appropriate position:

Step 3
Click Select Function and Add to select the person.

Note: Only persons from the Persons menu item are available.

Step 4
Click Select to choose the correct role name.

Note: Select the correct role name. Although the different role names grant the same editing permissions, the role name is displayed in RWTHcontacts.

Change leadership function

You can change the selected function at any time. To do so, click the gear icon next to the respective person under the “Management Functions” menu item.

Add and remove people

Other individuals who are not assigned to the position of Head of the Organization or Deputy Head of the Organization cannot be assigned here.

You can remove a position from a person by clicking the red trash can icon.

Add objects and comments

Click on Objects or Comments to add them. Only objects from the Objects menu item are available. You can also add comments to objects by clicking the speech bubble. 
We recommend using this feature sparingly so that the focus remains on the person themselves.

Changing the order of people, objects, and comments

You can change the order of people, objects, and comments at any time using drag-and-drop.

Expanding the heading of the line box

The heading of the line is always displayed as Line. If necessary, this display can be expanded with an additional term, for example, to Line – custom label The prefix “Line” is always retained for visual recognition.

Note on display

The line box is displayed first among the headings in RWTHcontacts (and, if applicable, other systems).