Adding Processes

  1. On the Role Details page, select Edit Processes:

    Screenshot: Selecting Edit Processes

    Sage People expands the Processes section:

    Screenshot: Expanded Processes area

  2. Select Add Process.

    Sage Peopledisplays the Process picklist and checkboxes for Read and Write access:

    Screenshot: Processes picklist

  3. Select the picklist and choose the process you want to delegate to this assistant.

  4. Select Add.

    Sage People adds the process to the list of processes for this role:

    Screenshot: Processes list after adding a process

  5. Select Write access for the delegate for this process.

    Write enables the assistant to view and execute actions for this process. Selecting Write automatically selects Read when you save.

  6. To add more processes to this role, select Add Process again and follow the steps to add the process.

  7. When you have added all the processes you want for this role, select Save.