Roles: Add

Roles can be added to the platform either individually, or via the import tool. This guide will cover how they can be added individually.

Step One

Navigate to the People area of the platform in ADMINISTRATION mode, then select the ROLES tab at the top of the page.

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

Configuration ➡️Roles

Select the ➕ next to Roles and then skip to step three of this guide

Step Two

Click on the ADD button to the right hand side of the page, this will open the ADD ROLE pull-out drawer.

Step Three

Complete the fields within the form, noting that the fields with an asterisk * are 'required' fields and therefore the role cannot be saved without this information.

Provide a group name, role description, and alias.

You can also specify the Hiring Manager, Manager Role (the individual who typically oversees individuals in this role), and the Site (if all employees with this role are based at a single Site).

Step Four

Once the mandatory fields have been populated, click on the SAVE button in the right-hand corner to add the role to the platform.