Learn how to add job functions to a user through their IDM365 profile card. Learn more about IDM365 on the website at idm365.com.
After setting up a user, additional job functions that correspond to the user’s roles and access requirements may be needed. They may also need to be added later if those requirements change.
To add job functions to an existing user, type their name or ID into the search bar. Click the line showing the user and select ‘Add a Job Function’. The user’s profile card will open to the job function tab with the section for adding job functions shown on the side. If the user’s profile card is already open, click on the job functions tab, and then the ‘Add a Job Function’ button to open the pane.
Available job functions can be searched for and filtered down using the option to show only those within the user's business unit. Clicking on the sections beneath the search bar will allow you to see all the job functions within the user's department and, if relevant, their parent department. Click on the name of a job function to see a summary of it and its approval workflow. For each job function that is needed, click the plus button beside it, add an expiry date and comment if necessary, and then click ‘Done’ to add it to the user’s account. The job function will then run its approval workflow before providing the user with the correct permissions.