How Do I Assign Trainee Documents to a User Role?
Trainee documents can be assigned to user roles to link specific documents to the relevant role..
- On the left column, go to Settings and click 'User Roles'.
- Click on the role you'd like to assign trainee documents to.
- Scroll down to the ‘Trainee Document Types’ section.
- Click ‘Allocate/Deallocate Trainee Document Types’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of trainee documents, tick the box(es) you wish to add/remove.
- You also have the option to select all by clicking the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
- The trainee documents you have selected are now assigned to the user role.