Currently, there is no option to set up assignments or groups using roles. For example, a group of our admins require a different level of communication and visibility within the system. It would simplify how we manage this communication if we could just have rules based on this access level. Another example are training videos that we have on the system, we would like to easily auto assign to employees once they become a specific type of admin. It would really save us uncertainty on time on our workaround
Thank you for sharing your idea with us. While we don’t currently have the feature(s) you are requesting, we believe we’ve identified a suitable workaround that can help you achieve your desired results.
This new feature allows you to add a custom field. To use it, go to Portal Settings, select Custom Fields, and create the rules you’d like to apply. You can choose between a text field or a list where you can input job roles assigned to your users. Once set up, save your changes and navigate to the Users page. Here, you can update existing users or assign roles when creating new users.
After configuring the custom field, you can go to the Groups page to create or edit a group using rules based on your custom field.
Your input was invaluable in making this improvement possible, and we sincerely appreciate your contribution. If you have any questions about this feature or additional suggestions, please don’t hesitate to reach out.
Would love to be able to automatically assign training based on Absorb role to help create consistency among our admin users, instructors, reviewers etc. instead of having to manually assign them to different groups.
Totally agree, espacially since this kind of info is already available in the User Listing section for filtering the list (is Instructor Y/N, is Admin Y/N, etc).
And just like Alyssa mentioned, we created curriculum and would love that anyone with a given role ('supervisor', 'reporter', 'instructor', 'any custom role') be assigned to these curriculum as they start in their job.
For now, we added custom fields with the names of our roles to achieve this. It would be much simpler to have the role in only one place and be able to use it for different needs.