Role: Assign to an Employee

You can assign a role to an employee when adding the employee to the platform, or by updating their employment information if the employee already exists in the platform. The steps below assume that the employee is already in the platform.

Step One

Navigate to the People area of the platform in MANAGE mode. This will display a list of people in the platform.

🚀 If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:

Manage ➡️People

Select the People title and proceed with the steps in the rest of this guide.

Step Two

Click on the pencil icon next to the person in the list to open the UPDATE PERSON pull-out drawer. You can use the search bar and filters to help to search for a specific user.

Step Three

Scroll to the EMPLOYMENT OVERVIEW section and update the Role field.

If the employee's role is not in the drop-down, you can scroll to the bottom of the list and click the ADD ROLES button to create the role.

Step Four

Click the SAVE button to save the change.