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How do I allocate a role to a person?

I want to update someone's role description

Steve Tapley avatar
Written by Steve Tapley
Updated over a year ago

Option 1:

Click the Platform Configuration cog and select "Manage People." Find the person you want to allocate a role and click on their name.


​Click the three dots on the right hand side of the person you are changing the roles and select configure roles.


​ Click "Add Role".


​Allocate the correct role, or define the new role, update the start date and then save and close


​Find the Role you want to allocate, and click on it.

Click on "Configure".


​Navigate to the People tab, then click on "Add Person"

Add the person to the Role and click Save & Close

What happens next?

The role is now allocated to the person. All associated tasks associated with that role will be allocated to this person.

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