1. Knowledge base
  2. Automatise and scale Processes
  3. Use Roles - involve other actors in the Process

Can a Role select users for other Roles?

You can give each Role additional permission to point users to other roles by unchecking the "Can assign employees to roles in the Process" switch when creating (or editing) the Role.

Zrzut ekranu 2024-01-31 o 23.14.17

Leaving this permission on, the created Role, e.g. HRBP, will be able to select users in its Portal to all other roles that participate in a given Process.

To narrow this permission and give, for example, a Manager the ability to select only a Buddy, you can select below the roles to which a Role can point users.