The article explains how to create a new role in the RMS Administration Portal by copying an existing role and modifying it. It warns to consult PeopleFluent first due to the complexity involving Workflow, Imports, and Exports. Steps include selecting a role, copying it, editing permissions, saving, and generating role permission files.
Applicable Product:
- RMS - RMS Administration Portal
Summary:
If you need to create a new role and a similar role already exists, copy the existing role and then make the required changes to the new role.
Warning: It is highly recommended that you consult with PeopleFluent before creating a new role, as new roles generally require extensive work in the Workflow area as well as with Imports and Exports to ensure the desired functionality within the Recruiting Portal.
Details:
- Go to Area > Roles.
- Place a checkmark next to the role you want to copy.
- Click Copy on the main menu bar.
- Make the required changes. If your installation of RMS supports more than one language, click and enter the appropriate Role Name for each supported language.
- Specify which permissions a user assigned the new role should have. To specify permissions, browse through the Permissions tree and place a checkmark in each checkbox that corresponds to a permission you want to give users assigned to the new role.
- Click Save.
- Generate the role permission files.
Related Articles:
Generate Role Permission Files