How to add a role

A role is a job title in your company that will be assigned to your users. Roles are also used to determine what training each user needs based on the configuration of the training matrix.

How to add a role

1. Click People in the navigation and

2. Select Training and Certs Matrix.

3. Click Add New and Add Role.

4. Enter the name of the role, a description, and select the recommended and mandatory trainings. Or these can be added later in the Training and Certs Matrix.

5. Click create.

   • To add or make changes to the recommended and mandatory trainings, find the new role in the matrix, and click the circle that corresponds to the color required. Red is mandatory to work, Yellow is recommended, white is not required.

6. Once all looks good. Click Save

To edit or delete a role

1. Click admin on the bottom left of the screen.

2. Select Roles and make the change by selecting the required icon.

   • You are also able to add a Role in this section.