Users | Adding / Updating Users' Roles

1) Role overview
2) Add users to roles

i) Intelligently selecting roles
ii) Remove users from roles
iii) Add users to roles via the Organisation Structure



Users | Status


1) Role overview

All shifts on a roster or timesheet are assigned to a role. A user can only work shifts in a specific role if they have been assigned that role in the system. A role can be any job function in your organisation.

Users can be assigned to as many roles within the organisation as it's applicable.

It is recommended to assign users to their role(s) when creating the user in the system, or shortly after. If a user isn't assigned to a role, they won't appear on the roster and therefore can't have shifts allocated to them.


2) Add users to roles

  1. Click Organisation.
  2. Click Users.
  3. Select the user (for this example "Thomas A. Anderson" has been selected).
  4. Click Roles on the sidebar.
  5. Click the Edit role button (pencil icon).
  6. Select the Payroll Entity, Site, Area and Role and then click Save.


i) Intelligently selecting roles

Intelligently selecting roles allows you to quickly select roles a user can work out across multiple sites/ areas of the organisation.

  1. Follow step 1-3 above to open the user's role page.
  2. Click Edit.
  3. You can intelligently select multiple sites.
  4. You can also select any level of the group tree.
  5. Once you have intelligently selected a part of the group tree, the Intelligent role select will show on the right hand side.
  6. Select the roles that the user can work, for example:
  7. The roles will automatically be selected across the part of the group tree you have intelligently selected.
  8. Click Save (floppy disk icon).


ii) Remove users from roles

  1. Click Organisation.
  2. Click Users.
  3. Click on the user that you want to remove from the specific role.
  4. Select Roles on the sidebar.
  5. Click the Edit role button (pencil icon).
  6. Deselect the role(s) or you can deselect the Site and it will deselect everything below.


iii) Add users to roles via the Organisation Structure

  1. Click Organisation.
  2. Click Organisation structure.
  3. Select the role in which you wish to add users to.
  4. Select Users from the sidebar and click Add User to Group.
  5. Tick the user(s) you wish to add and press Add. The user(s) will now be assigned to that role.
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