Inviting Users and Assigning Roles in Alfie
After creating custom roles in Alfie, you can invite users to the organization and assign them specific roles. This ensures that users only have access to the features that align with their roles, maintaining a secure and organized workflow.
How to Invite Users and Assign Roles
Step 1: Navigate to User Management
- Sign in as a Super Admin.
- Go to Organization and select Manage Users and Roles.
Step 2: Invite a New User
- In the Users section, click the Add User button.
- Enter the email address of the user you want to invite.
Step 3: Assign a Role
- Select the custom role that you want to assign to the user from the Role dropdown.
- For example, assign the HR Manager role to someone responsible for onboarding employees, or the Finance Manager role for someone managing salary records.
Step 4: Send the Invitation
- Click Send Invitation.
- An email invitation will be sent to the user. The email will contain a link to create their account and join your organization in Alfie.
Step 5: User Accepts the Invitation
- The user will receive an email with the acceptance link.
- By clicking the link, the user will be directed to a registration page where they can create their Alfie account.
Step 6: User Access and Permissions
- After accepting the invitation, the user will gain access to the organization.
- They will only be able to manage and access the features that are allowed by their assigned role.
- For example, if the user is assigned the HR Manager role, they will only have access to Resource Onboarding, Offboarding Tasks, and Departmental Tasks. They won’t have access to features like Inventory Management or Salary Management unless explicitly granted.
Example of User Role Access
- HR Manager: Can manage Resource Onboarding, Offboarding Tasks, and Departmental Tasks.
- Finance Manager: Can generate Salary Slips, Salary Records, and manage Expenses.
- Inventory Specialist: Can manage inventory, allocate items, and track allocation history.