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. Dashboard > Users > Job Role > Add Job Role.

2. In the pop-up, enter the custom Job Role you want to add and click Add Job Role.

Success! You should now be able to filter or search for your new custom Job Role

Editing custom Job Roles:

1. Dashboard > Users > Job Role > click on the three dots next to your chosen Job Role > click Edit.

2. Make any changes and select Update Job Role.

💡 Important to note 💡 you can only Edit Job Roles that haven't been assigned to Users.

Adding Job Roles to Group:

To add Users with a certain Job Role to a Learning 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.

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


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