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Version: 3.1

How to assign a user to a responsibility

Overview​

This flow describes how to add a user to a responsibility, and how to give that user a designation in the group.

Pre-requisites​

  • The responsibility exists in Care.
  • The user has an account in Care. If the user has no account, create the account first.
  • You are an Admin of the responsibility, or an Admin or a Manager of a responsibility that governs it.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can List Users in an OrganizationsSee the members of the responsibility.
Can Manage Users in an OrganizationAdd a member, change a designation, and remove a member.
Can Manage Connected Role OrganizationsDo the same for the responsibilities that your responsibility governs.
note

You can grant only a designation that your own designation already covers. You cannot remove a member whose access is above your own.

Steps​

1. Open the responsibility​

Select the responsibility in the sidebar switcher. Care opens the responsibility and shows its members.

You can also open the responsibility from the responsibility directory in the administration menu.

2. Open the users list​

Select Users. Care lists the current members and the designation of each one.

Select Link User. Care opens a panel titled Link User to Organization.

ComponentsWhat it captures
UserThe account that you add. Search for the user by username.
RoleThe designation that the user holds in the group. Use Select Role.

Select Link to Organization. Care adds the member and shows the message "User added to organization successfully".

4. Change a designation​

To change the designation of a member, select Edit on the member card. Select a different designation, then save the change. Care shows the message "User role updated successfully".

Use the same panel to remove the member from the responsibility.

Expected Outcome​

  • The user appears in the members list of the responsibility, with the designation that you selected.
  • The responsibility appears in the sidebar switcher of that user.

Concepts:

Flows: