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.

Required Rights  

  • Edit roles
  • Edit user


Proceed as follows:

  1. Open the page Roles.
  2. Click on the name of the system role that you want to make into a user role. For example Onboarding - Supervisor (default).
  3. Click on the edit icon  . An input form is displayed.
  4. Change the name to "Onboarding - Supervisor", wähle User role: Yes, edit the permissions for the role.
  5. Click on the button Update
  6. Open the page Users.
  7. Click on the name of the user who is to receive the new role. The Users page with the user's details is displayed.
  8. Click on one of the edit icons  on the page. An input form is displayed.
  9. Press in the Roles field. A selection menu is displayed.
  10. Start typing the name of the newly created role and select it as soon as it is displayed.
  11. Press the Update button.

When creating or editing an onboarding, you can now select this user for the respective onboarding process status.