Overview: Roles within Workforce allow users to have permissions to access different functionalities on the system. Once you have identified the user’s responsibility level, you can match the level of access they should have on Workforce and assign them the relevant role.
Start from: The Configuration Dashboard.
- Select Users > Administration from the main menu.
- Use the search tools to find the user you want to assign a role to and select Edit.
- Select a role for the user from the Role dropdown list.
- Select Save to apply your changes OR select Cancel to discard your changes.
The user will now have access to functionalities on the system defined by the permissions for the newly assigned role.