Assign a Role to a User

To enable managers, administrators, approvers, executive assistants, and fulfillers, you may assign roles to employees (users) in your system.

Note: Some of the features available in Premium Mobile may be restricted by your administrator.

To assign a role to an employee in your system, perform the following steps:

1. Navigate to the User Profile page of the user you want to configure.

·   From your Home page, click the View Profile link to configure the logged in user.

·   From the Tool Bar, click Organize and Employees to locate the employee whose profile you want to configure.

·   From the Tool Bar, click Organize and Employees and Add a User.

2. In the User Profile screen:

a. Click the Edit Profile icon for the employee (user) for whom you want to edit role assignments.

 

b. To assign a role to this user, click the View/Hide Roles button, select a role from the drop-down list, and click the Save button.

Only one primary role (Admin, Admin PE, Manager, Manager PE, Manager E, or User) can be assigned to a single user, and a combination of other approver roles can be assigned in addition to their primary role.

For more information about configuring user roles, see:

·   Configure Approval Roles

·   Configure a user to be a Manager

·   Configure a User to be a Fulfiller

·   Configure a user to be an Executive Assistant

To remove a role assigned to a user, click the remove icon for the role.

 

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