Table of Contents

User Role Type	Description
Recruiter	Creates and maintains New Hire invitations Performs administrative tasks on the New Hire's onboarding process
HR Specialist	Creates and maintains New Hire invitations Completes HR-related activities in the business process Performs administrative tasks on the New Hire's onboarding process
I-9 Specialist	Verifies the new hire's Section 1 information and documents Enters the New Hire's document information
E-Verify Specialist	Administers the USCIS E-Verify process
Help Desk Analyst	Administers changes to a user's account

Who can assign/change a Business User's roles?

Only a System Administrator can add a new role or change the existing role of a Business User.

How to assign a new role type to a Business User?

You can add/assign as many roles to a Business User as you want.

Click the Menu icon and navigate to Manage Users/Contacts.


Image Added

Click on the user name to access the user information. Note that only two roles are assigned to the user.


Image Added

Click Add for Onboarding - Roles.


Image Added

Select the new role that you would like to add and click Save.


Image Added

You will notice the new role is added to the user.


Image Added

...