Role Management - Assign a New Role to an Existing User

Follow the steps below to add a role to an existing system user. 

  In order to assign a role to a user, you will have to have the HR Admin, User Admin and Roles Admin permission. Please contact your organization's ClearCompany Administrator if you're unsure of your permission levels.

1. Navigate to Tools > Setup  > Users (under Organization Setup).

   

2. Use the search bar to find the user you would like to assign a role to and click on their name.

   

3. Click Edit User under the profile that appears.

   

4. Click the Role drop-down to search and select the appropriate role.

   

5. Click Update User Details at the bottom of the edit user window. 

  Please note that any goals, tags, mission, competencies, etc. tied to the role will be added this user's profile upon saving the Role assignment.