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How to add and edit custom Job Roles

Include Roles that may be exclusively found within your organisation

Aaron-Spencer avatar
Written by Aaron-Spencer
Updated over 2 years ago

Adding custom Job Roles:

Adding custom roles is a great way to customise your platform to meet the needs of your business - here's a handy guide on how to do it!

1. Go to Job Roles page (under the Users page panel option).

2. Select Add Job Role, to open the pop-up and add a role.

Success! You'll be able to search for your Job Role, using the in-page search.

Editing custom Job Roles

1. Select the 3-dot option on your chosen Job Role > select Edit.

2. Once you've edited the name, select Update Job Role.

Note✨: It's important to remember the following points:

  • You can only edit custom Job Roles - those that have been added by your team members. You won't have the permission to edit default HowNow Channels - the edit option won't appear.

  • The default HowNow Job Roles will appear in your data table, only once you've added them to at least one User, for the first time.

Adding Users with a Job Role to a Group:

To add Users with a certain Job Role to a Group, you can either...

a) Click on the three dots next to the Job Role > click Add to Group > select your chosen Learning Group > click Add to Group.

b) Select multiple Job Roles > click on the Groups icon > add your chosen Learning Group > click Add to Group.

Deleting Job Roles:

If you want to delete any Job Roles, you can do so by either...

a) Clicking on the three dots next to the Job Role > clicking Delete > you'll need to confirm by clicking Delete on the pop-up.

b) Selecting multiple Job Roles at once and clicking on the Dustbin icon > you'll need to confirm by clicking Delete on the pop-up.

Note✨: After removed someone from a custom Job Role, it will still remain in the data table, with no User assigned - this is expected.

Take a look at our video tutorial for a visual walk-through:

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