User Role Edit

User role is a feature that allows you to assign multiple tags to users.

For example, you can categorize users by any item, such as personnel grade or hiring category.

The categories you create can be used in various situations within SkillNavi, such as for various viewing permissions and behavioral evaluations.

For example, you can control display so that "I only want this item to be shown to managers with hiring authority," allowing for more flexible permission settings than the traditional management-level only.

Create a user role. User roles have a two-layer structure: user role category and actual role.

User roles can be created from scratch or automatically generated.

To create a new user, click the "Create New" button. To edit a user, click the "Edit" button for the user role you want to edit.

In the above example, three roles have been created for the "Evaluation Category" category: "Evaluation Role A (Sales)", "Evaluation Role B (Technical)", and "Evaluation Role C (Management)".

The configurable items are as follows:

• User role category

  • • User role category name

      • • The name of the category.

    • Multiple settings possible

      • • If you select "Yes", you can set multiple types under this category for one user. If you select "No", you can set only one type under this category for one user exclusively.

    • Available in user searches

      • • If you select "Yes", you will be able to search for this category in the user search. If you select "No", this category will not be displayed in the user search and you will not be able to search for it.

    • Enable/Disable

    • authority

      • • Set the permissions for users who can view this user category.

    • Display order

• User Type

  • • type

      • • The name of the user role.

    • Available in user searches

      • • If you select "Yes", you will be able to search for this role in the user search. If you select "No", this role will not be displayed in the user search and you will not be able to search for it.

    • Enable/Disable

    • Display order

    • Automatic configuration

      • You can set conditions for the following user information, and users who meet those conditions will be automatically associated with a category.

      • "Department", "Management level", "Age", "Authority", "Years of service", "User-added attributes (option type only)"

In the permission settings for user roles, you can set detailed permissions using login permissions, management level, and user role.

To select a user role, click the [Select] link at the bottom left to choose the user role you created. Multiple user roles can be selected and viewing permissions can be selected for each user role.

By setting a user role, you can set detailed permissions using AND conditions. Therefore, if all the conditions for user role, login permissions, and management level are met and viewing is possible, the user will be able to view each item and form.

The following user roles can be automatically generated.

• Department

• Management level

• User additional attributes (selection role items only)

Click the "▼" button next to the "Create new" button and click the user role you want to automatically generate.

The department and management level created at that time will be created automatically.

When created, it is created as an invalid user role.

Automatic settings have also been created, so by changing the user role to enabled, users will be automatically linked to each user role.

You can associate tasks with each user role.

By associating user roles with tasks here, you can limit the tasks that can be set as goals during the goal evaluation period to each user role.

You can associate skills with each user type.

By associating user roles with skills here, you can limit the skills that can be set as goals during the goal evaluation period to each user role.

Link the user role you created to a user.

By setting the user role here, the user will be registered as belonging to that role.

For each category, the corresponding users are listed.

The method for linking a user to a role is as follows.

First, go to the relevant user role screen and select the user you want to link.