Assign the workplace user role to employees

Set rules in Workplace Core to assign the workplace user role to employees in only the specific countries where you are starting a return to office operations.

Before you begin

Ensure that the user profiles of all your employees have required details. You can review the employee user profiles by navigating to User Administration > Users.

Role required: admin or sn_wsd_core.admin

Procedure

1. Navigate to Workplace Safety Management > Administration.
2. Select Client Role Assignment Rules.
3. On the form, fill in the fields.

   Table 1. Workplace Client Role Rule form

   Field	Description
   Name	Unique name for this assignment rule.
   Role	This value is auto-generated with the workplace user role (sn_wsd_core.workplace_user).
   Active	Option for indicating whether this assignment rule is active.
   Condition	Option to add filter conditions that a user profile must match. To add a condition, select Add filter condition. To add a OR clause, select Add "OR" clause.
   Table	Table on which the conditions must be built. The field is automatically selected as sys_user.

4. Select Submit.

Result

The workplace user roles are assigned. If a record is created or updated on this table, a role assignment process is triggered in the background.