Managing professional roles

Professional roles define one or several people in an organization who are responsible for given areas of the application. There is a number of professional roles that can be assigned in order to manage the various domains of the platform and their individual features.

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Professional roles are administrative roles, not to be confused with user permissions.

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Professional roles are available under Workbench > Platform Setup > Security & Roles. Access to Workbench depends on your role within the platform.

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For more information about professional roles please, see Pay Suite roles, Managing roles via API and Role diagrams.

To manage professional roles in the system, proceed as follows:

1. In the Security & Roles page, make sure that the Professional roles tab is opened.

2. Click Export roles to download the list of professional roles locally.

3. Open the downloaded file. You can now make changes in the following attributes:

   • Enter the WorkerId, email address, first name and last name of the user you wish to add to the list.

   • In the Roles column, enter the roles you want to grant to the user or remove roles the user should no longer have. A list of the professional roles is available in the Pay Suite roles article.

   • In the OrgItemsIdscolumn, enter the IDs of the organizational units the user should have access to. To grant access to all organizational units, specify the External ID of the root OrgItem, which is typically set to "All Company" by default.

   • In the ExcludedOrgItemIds column, enter the IDs of the organizational unit(s) from which the user should be restricted.

   • In the IncludeEmployeeIds column, enter the Worker ID of any user you want to additionally include (for example, if the user needs a permission but is not a part of the organization unit specified in the OrgItemsIds column).

   • In the ExcludedEmployeeIds column, enter the Worker ID of any user you want to exclude (for example, if you entered "All Company" in the OrgItemIds column, you may want to exclude specific workers).

     Save your changes.

4. Back in the application, click Upload your file in the Professional roles tab. Once the upload is finished, a success messaged is displayed on the page.

5. Click Download log file to download the uploaded log.

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If you want to include more than one ID in one cell, enter a "|" symbol between the IDs to separate them.