Users can get certain responsibilities in the onboarding process. For example, supervisor, buddy or manager. A user receives a responsibility if the corresponding role is assigned to them and if they are stored for it in onboarding.
If you have not yet set up a user role for the permissions, you will need to create one first.
If you already have corresponding user roles, continue with step 6.
Proceed as follows:
- Open the page Roles.
- Click on the name of the system role that you want to make into a user role. For example Onboarding - Supervisor (default).
- Click on the edit icon . An input form is displayed.
- Change the name to "Onboarding - Supervisor", wähle User role: Yes, edit the permissions for the role.
- Click on the button Update.
- Open the page Users.
- Click on the name of the user who is to receive the new role. The Users page with the user's details is displayed.
- Click on one of the edit icons on the page. An input form is displayed.
- Press in the Roles field. A selection menu is displayed.
- Start typing the name of the newly created role and select it as soon as it is displayed.
- Press the Update button.
When creating or editing an onboarding, you can now select this user for the respective onboarding process status.