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Assign and verify roles in PeopleXD People Management

Steps to assign roles to your users and check their roles in PeopleXD People Management.

Written by James Pardy

You can assign roles in PeopleXD People Management to give your users the permissions they need for their tasks, then check that those roles are in place. To follow these steps, you need permission to manage roles in Access People.

Assign roles to users

Assign roles from the organisation structure so that users get the permissions they need for their tasks.

  1. Navigate to Maintain Organisation Roles under the People Management section.

  2. Identify the appropriate structure hierarchy nodes where the role needs to be assigned, such as Company, Department, Team or Sub-Team.

  3. Add the relevant role, for example the creator role, to the users who need it for tasks such as creating vacancies.


Verify a user's role

Check that a user has a specific role, such as the XD user role.

  1. Go to the Members section in Access People.

  2. Search for the user whose role you want to verify.

  3. Select Manage Roles, then check whether the relevant role is assigned to the user.

🤓Tip: Use the search functionality to quickly find users or hierarchy nodes.

📌Note: Review and update roles regularly to keep access control accurate.


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