Set rules in Workplace Core to assign the workplace user
role to employees and apply conditions accordingly.
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 .
Role required: admin or sn_wsd_core.admin
Procedure
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Navigate to .
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Select Client Role Assignment Rules.
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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. |
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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.