User Roles Overview

This article explains the intentions and default accesses for each User Role. Any employee may be given a "user role". Granting User Roles to an employee allows them to log into Agile Onboarding and use the tool.

You may also opt to add a user but "not issue login". This can be used for employees who need to be included on Templates, or associated with other People, Jobs or Contracts, but who do not need access.

Only Employees may have Roles assigned to them.

All System Users must have at least one role:

• Administrator: Full access to all functions, including adding users. Can access the "Configuration" and "Access Control" modules.
• Human Resources: Can access all modules by default, including the "Configuration" module, but cannot see the "Access Control" module.
• Account Manager: Account Managers are associated to the Contracts, and ultimately responsible for managing customer accounts. Each Contract shall have a designated Account Manager.
• Resource Manager: Resource Managers are your Recruiters. By default, Resource Managers have access to all modules except Configuration and Access Control. Resource Managers are the only Users that will show up on the Dashboard, and also Activity Analytics.
• Program Lead: These are your line-managers. Think of "Site leads" or "first level people managers". Program Leads can also be your company's hiring managers. In Agile Onboarding, Program Leads are associated to Jobs only. They may be associated with Contracts, if their Jobs fall under that Contract. Program Leads may also be associated with Candidates and Employees — but only if those Candidates and Employees are associated with the Program Lead's jobs.

You may assign a Role to an Employee, and not issue a User Account.