Job Roles are assigned from the user’s profile. You’ll need one of the following permissions to make changes:

• Users: ODS – Users – Manage All
• Users: ODS – Users – Manage Own Organisation

View the User Profile to see their role

1. Admin > Users
2. Click on the user and click Edit Profile button
   or
   Select Actions > Edit User
3. The role displays under their name
   
4. If no role is assigned, nothing displays
   

Assign Initial role

1. Admin > Users
2. Click on the user and click Edit Profile button
   or
   Select Actions > Edit User
3. Click the Edit Profile button and click Set Role
   
4. This opens the Edit User's Job Role blade
   
5. Click Assign a New Role
6. Select the role - open the job family and select the role.
7. Enter a start date
8. Save

Assign a new role

When a user moves to a new role, follow the instructions above to Assign a New Role. The system automatically sets an end date on the current role when saved. The start date of the new role cannot be earlier than the start date of the current role.

Edit the current role

You can edit the most recent role assignment to correct mistakes - for example, if the wrong role or start date was entered. Select the edit icon next to the current assignment.

Audit

Changes to a user’s Job Role are recorded in the audit history on the admin Users page. Each entry captures what changed and when.