Unit owners and members: functions, adding, deleting,

Unit owners and members: functions, adding, deleting,

How to add a unit owner and a member?

Similar questions:  What is the difference between unit owner and unit member?

Unit Members can: 

-          associate events, CAPAs, inspections and risk analyses to the Unit where they’re members

Unit Owners:

-          all functions that a member can do (by default all Unit Owners are automatically Unit Members)

-          get notifications via email about Events associated with the unit


When defining who will be an owner of a certain Unit, need to consider that this person must be able to perform his functions mentioned above when necessary.

Owners and Members  can be the same as in parent unit within organizational structure, in that case they don’t need to be manually specified.

 

·         If we choose to specify them manually, then the field with Owners or Members will be empty and we’ll have to add them by clicking on

 

 

  1. ·         In the window that opens we need to choose one or multiple users from the list (search field can be used to facilitate the process) and then click on  or   to move them to the New members field.
  1. ·         By clicking  we link user and a new member of the Unit, which means now these users can exert their members rights within this unit to associate events, risk analyses, CAPAs and inspections with this unit.

To add owners – follow the same steps within Owners Tab.

Deleting the Member or an Owner is performed by simply clicking  near the name of that user.