What are Roles and how do I use them?
In this article, you will read about the different roles on the platform and how to use them.
What is a Role?
A role is what signifies the specific permissions each user has.
Download our roles grid csv below to see roles and permissions in more detail.
What are the different types of roles?
How do I use roles?
There are a couple of ways to use roles:
You can assign roles when adding new users to the platform:
Adding users via Manual Invite > Complete the system role page of the creator
Adding users via Bulk Invite > Include a system role column in CSV file
Adding users Via Integration > Make sure the role for each user is on the HR platform profile
2. You can also assign roles via the pathway:
Select People in the top navigation bar > Click on Individuals > [search for user] > Click on ellipsis > Select Edit details > Click on System Role.