Flows/Add or manage users in a responsibility
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Overview
Add people to a responsibility, or change and remove their designations.
Pre-requisites
- The responsibility exists.
- You belong to it or to a managing responsibility.
Permissions
| Permission | Access |
|---|---|
| Can List Users in an Organizations | Open its Users list. |
| Can Manage Users in an Organization | Link, remove, or change a designation. |
| Can create User in care | Create an account from the list. |
Steps
1. Open the responsibility
From your dashboard, select Responsibilities, then open one. Use this view rather than the Admin list.
2. Find a user
The Users list shows each person's designation. Search by username or phone number.
3. Link an existing user
Select Link User, find the person, choose a Responsibility role, then select Link to Organization.
4. Create a new user
Select Add User, complete the account, and add Responsibility and Designation assignments.
5. Change or remove
Select Edit on a user card. Choose a new role and Update Role, or select Remove User.
Expected Outcome
The Users list and the person's permissions reflect the selected designation.
Related
- Concept: Concepts/Responsibility
- Reference: References/Organization