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Creating User Roles

996 bytes removed, 13:47, 13 April 2017
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{{Add Users}}
==Adding People to a Role==
 
There are two ways to add people to a [[Role|role]].
 
* Individually, by finding them in the [[Organisation Hierarchy|organisation hierarchy]] or people search window, and then setting the [[Role|role]] by using the Settings, '''Roles & Access''' [[Menu|menu]].
* In bulk, by finding people in the [[Role|role]] screen and assigning multiple people at the same time to the role by clicking the '''Add Users''' tab.
 
[[Image:Roles7.png]]
In this instance, you will set both users to the '''employee''' role.
 
1. Click the '''Add User''' tab.
 
[[Image:Roles8.png]]
As there are currently no [[User|users]] in any [[Role|role]], no users are displayed.
 
2. Change the [[Role]] to '''No Role Assigned'''.
 
All the [[User|users]] are displayed.
 
[[Image:Roles9.png]]
3. Click the '''check box''' next to '''each''' name.
 
4. Click the '''Add''' button.
 
5. Click the '''Close''' button.
 
All the [[User|users]] are added to the [[role|role]].
 
[[Image:Roles10.png]]
==See Also==
Smartstaff, administrator
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