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How to Assign and Create New Roles in 2020 Manager

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Article Number000008684
TitleHow to Assign and Create New Roles in 2020 Manager
Applies to2020 Manager
Body of the Article

To assign an existing role to an employee in 2020 Manager 

  1. Click on Administration User-added image. 

  2. Click on  User-added image

  3. Select an employee from the list to show the employee information and click on Edit User-added image. 

    Note: If the employee is already in the hierarchy, click on the Information icon User-added image

    User-added image

4. Click on the ‘X’ at the end of the Role field if it has one assigned, and click back into the same field to select a new role for the employee from the drop-down list.

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5. Once the new role is selected, click on Save.

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6. Once the new role is selected, this will be displayed as the new active role.



To create and assign a new role to an employee in 2020 Manager


1. Click on Administration User-added image  .
2. Click on Employees User-added image
 3. Select an employee from the list to show the employee information and click on Edit User-added image
Note: If the employee is already in the hierarchy, click on Information  User-added image.

 User-added image



4. Click on the "X" at the end of the Role field if it has one assigned...


User-added image

... and click on Add to create a new role for the employee.

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5. Enter the name of the new role and click on Save.

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6. Once the new role is selected, this will be displayed as the new active role.


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Note: After creating a new role, it is recommended to review its permissions.             

Click HERE to learn more about permissions.



 

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Related Reference 

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URL NameHow-to-create-new-roles-in-2020-Manager

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