Add User to Group Documentation

How to Add User to a Group?

When Role Groups are created, the employer will want to assign employees to the different roles they had created. When an employee is added to a job role, their accounts will be updated to allow access to the features specified within the role.

Step 1.

Select the 'Employees' option of the side bar menu, then select 'User Roles'.


Step 2.

In the 'Employee Name' field, enter the name of the employee who you wish to assign to a Role Group. The field will produce an auto-complete drop down of your employees according to the letters you had entered. Select the relevant employee from the drop-down menu.

The field next to the 'Employee Name' field is the 'Role Groups' field which will contain all of your created roles. Click in the field to display a drop down menu of your role groups. Select the job role in which your employee will function, and click 'Add Role' button.

Note: Employees can only be assigned to one job role at a time. Therefore, the system lets the employer know which employees have been assigned to roles already, under the heading 'Users Assigned Roles' which will appear on the same page mentioned above.