Assigning Roles

Assign roles to one person

1. Open Staff in the staff portal.
2. Open the person’s profile.
3. Open the Access tab.
4. Tick the roles they should have.

Changes save automatically.

Multiple roles add access

If someone has two roles, they get everything either role allows. Removing one role only removes what that role granted - other roles still apply. To reduce access, untick roles they no longer need.

Assign roles when adding staff

When you add someone to the staff directory, you can optionally tick roles in the same flow.

Bulk assign roles

Use bulk assign when many people need the same roles at once - for example at the start of term.

1. Open Staff (the staff directory).
2. Open the Tools menu (⋯) in the header.
3. Choose Bulk assign roles.
4. Search and tick the people who should receive the roles.
5. Tick the roles to add.
6. Confirm.

Bulk assign adds roles. It does not remove existing roles. If someone should lose a role, open their Access tab and untick it.