How Do I Assign Roles to an Employee Record?

How Do I Assign Roles to an Employee Record?

As the user administrator, you can create Self-Service accounts and send Self-Service users emails which contain their usernames and password. When a user first logs into Self-Service with the emailed password, they are prompted to change their password to one of their own choice. Each new user is automatically assigned one or more roles, depending on how they are set up. 

Before you begin, ensure that the roles are created through the Edit Roles menu, in order for them to be available in the Create Users - Setup Accounts page.

To assign roles

  1. Within the desired employee record, click the Edit Roles button. The Set Roles for [employee] form appears. 
  2. Select the desired role(s).
  3. Click the Update Roles button. The name of the Role(s) appears under the Edit Roles button.

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