How do I set the terms of reference?

In the SODO, there are 2 ways to set authorisation ranges, i.e. the access of a given employee to specific data sets and processing.
The first way is to automatically assign authorisations under the profile (position) of a given user. This is the method we recommend most highly - it saves a lot of time and maximises the automation of the authorisation process. How to link employee profiles (positions) is described in detail in the Quick start help section. Click here to go to the relevant help section.
The second way is to manually assign authorisations when adding/editing individual authorisations. This is a more time-consuming method and may be particularly useful in the case of, for example, an employee who has a specific job title (e.g. Sales Clerk), but due to additional competences (e.g. sitting on a social committee) gains access to non-standard data sets. The manual granting of authorisations is described in the third section of this help tab.