In every onboarding process, there are certain responsible users whose job it is to ensure that the desired goals are achieved at the end of each phase, regardless of whether they perform the tasks themselves or delegate them to others. These responsible users are assigned a responsibility.
depending on their area of responsibility.
Look here for more context, detail and filling instructions: Responsibilities
Proceed as follows:
- Open the page Responsibilities. The page with the same name is displayed.
- Click on +Create. The page of the same name with an input form is displayed.
- Fill out the input form.
- Name
- Grouping
- Click on Create. The overview page for the newly created responsibility is displayed.
- Click on the person symbol with the cogwheel to go to the page with the roles and, if required, to store the following permissions for the respective responsibility.
- Selectable as [responsibility]
- Onboardings | view as [responsibility ]
- Onboardings | view/edit as [responsibility ]
- Onboardings | view/edit/ delete as [responsibility ]
- Onboardings | finish as [responsibility ]
- Invitations | issue/withdraw+ portal access | reset as [responsibility]