Link Roles to Users

To link roles to users:

1. Within Admin go to Workforce and then select the Roles tile.

The screen refreshes to present a filter search screen.

2. Click Search to show all configured roles or use the Name filer to locate a specific role by its title.



3. Click the needed role.

This presents the role's Basic Info screen.

4. Click the Users icon.



This presents the list of users who are associated with this role.

5. To remove a user from this role, enable the check box in the row for that user or users.
6. Click the button.

This presents a confirmation dialogue box.

7. Click Yes.
8. To link a user to this role, click the button.

This presents a filter search window.

9. Locate the needed user and click the Link button.