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The System Administrator is required to define the Role Type of the new user:.

FieldBehavior
Onboarding Roles

Defines the Role Type of the new Business User:

  • Content Administrator
  • E-Verify Specialist
  • HR Specialist
  • Help Desk Analyst
  • I-9 Specialist
  • Process Administrator
  • Recruiter
  • System Administrator

*Note: A detailed list of each User Type can be found here.

You can assign as many roles to the user as you want.

To add, delete or change roles for a user, click on Add or Delete. Use the drop down to change an existing Role to a new Role without adding or deleting Roles.

The System Administrator is required to define the Role Type of the new user:

 

 

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FieldBehavior
Add
  • Adds a new row and allows you to assign a separate role for the user
  • If a user has more than one role assigned they will have to choose which role they want to start with at sign on and can switch to the other role at anytime in they need to perform an action with the other role
Delete
  • Deletes that role
  • A user must have at least one Role assigned in order to save any changes
Roles
  • Use the drop down to choose a Role
  • If the user is simply changing Roles, use the dropdown to pick the new Role for this user
    • i.e. Change the user from a Process Administrator to a System Administrator

 Row Level Security

  The System Administrator is required to fill out all fields in the Row Level Security section.  These define the range of the new user’s interactions.  These fields will determine the consoles that appear in the 'Authorized Security Lookup' section. 

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When searching (clicking on the lookup), it displays  displays Lookup Security Group page. This allows the System Administrator to define the scope of the new user to be as wide or as narrow as desired.

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The System Administrator has the option to fill out any and all of the fields in the Authorized Security Lookup. This section displays Security Groups similar to the Row Level Security. By selecting certain values, you can alter what certain Users are able to see when they are performing their roles in the Smart Onboarding system.

Role TypeEffect of Security Lookup Fields

System Administrator

Process Administrator

Content Administrator

HR Specialist

Recruiter


What information can a System Administrator change?

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If the user's invitation status is Invitation Completed, you can change all of the user's information except their email and phone information.  The user can change those using the My Profile feature.