It is important to update roles on post or employment because it controls what someone can access in our system, and it makes sure access stays correct when people move roles.
Post: When you add roles to the post, the employee inherits the access when you add them as a new starter or move them to a post, the role appears automatically on their profile.
Employee profile: When the access is only required by one person rather than everyone in the post, you can add roles directly to the employee's profile.
đ¤Tip: Once you've made your changes, run a batch update for this change to reflect on the system.
Post
To update roles on a post, follow the steps below:
In the Menu structure, click Post Admin or Post Setup depending on your configuration.
Alternatively, from an employee's Position tab, select Post Details.
Search for and click into the required Post.
Select Security then select Roles and click Edit.
Select the roles required for anyone that gets assigned to this post.
If they're blue, they're active.
Employee's profile
To update roles on an employee's profile, follow the steps below:
Search for the employee's profile by using the organisation search
and select the relevant employee.Click the Security tab then click Roles.
Select the roles required for anyone that gets assigned to this post.
If they're blue, they're active.