How Do I Configure User Roles?
User roles are added to the system to record employees' positions within the company. This functionality includes the assignment of trainees, courses, trainee document types, and learning paths.
- On the left side menu, go to Settings and click ‘User Roles’.
- Click ‘+ New User Role’.
- Enter the Name, and Description.
- Tick the box if you want Subcontractors to select this role for their employees.
- Choose courses from the dropdown options (you can select multiple).
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields. i.e. name.
This is required before you can configure a User Role:
- Set up Courses