Add users to job roles

Learn how to add users to job roles.

Job roles are a grouping concept representing the professions that exist in your organisation with common learning compliance obligations

If you have organisation manager permissions, you can add any user to a job role. However, if you have team manager permissions, you can only add users to job roles if they belong to the teams you manage.  

This article describes how to add users directly to job roles. The same result can be achieved if uploading multiple users in bulk by importing a CSV file.

Add a user to one or more job roles

Steps

1. Go to Administration in the top navigation bar of the manager portal.
2. From the left sidebar menu, go to Manage Users, then enter the user's first or last name in the user column of the "Active", "Pending", "Invited" or "Inactive" tabs.
3. Choose one of the following options:
   1. Hover over the row of your chosen user, click the drop-down menu  and click Edit.
   2. Click on the user's name, then in the upper right of their user transcript 
      click the drop-down menu  and click Edit.
   3. Click on the user's name, then navigate to their Job Roles under the Profile tab of their user transcript. Next, click Edit if the user already belongs to job roles, or click Add to Job Role.
       
      
      
      
4. Select the job roles you would like to add the user to in the Job Roles tab of their profile, then click Update.
   
   

   Note: You can add users to as many job roles as needed.

Add multiple users to a job role

1. Go to Administration in the top navigation bar of the manager portal.
2. From the left sidebar menu, go to Manage Job Roles.
   1. If List View is enabled:
      1. Enter the name of the job role you would like to add users to in the Job Role Name column, or scroll through your list of job roles to locate the role. Next, hover over the row of your chosen team, click the drop-down menu and click Add User to Job Role.

         

      2. Alternatively, click the job role name, then in the upper right of the job role details page, click Add Users to Job Role.

   2. If Card View is enabled:

      1. Hover over your chosen team, then click the drop-down menu  and click Add User to Job Role.
      2. Alternatively, click the job role name, then in the upper right of the job role details page, click Add User to Job Role.
3. Check the box next to the users you would like to add to the job role, then click Add Users to Job Role. 
4. Click Add Users to Job Role to confirm. 
5. Click the close buttonin the upper right, then navigate to Job Role Members table to view the users you have just added to the role.