Some users need unrestricted access to view all members and groups, regardless of the organizational structure or hierarchy. This requirement is crucial for organizations looking to ensure top-down visibility and centralized reporting. To help you with this, and Admin can add a custom role with specific permissions.
Navigation: UKG Learning > Academy Workspace > Academy Admin > Organization > Manage Jobs > Roles
The default Predefined Roles are available for you to review each permission set.
Add Custom Roles
- Select Add role.
- Enter the name of the new role.
- Select Save.
- Select the permissions that apply to this role.
- Select Save.
Note:
To see why a permission is unavailable, hover over its information icon.
Manage Roles
Navigation: UKG Learning > Academy Workspace > Academy Admin > Organization > Manage Team Members
- Review the Roles column to determine which role(s) each individual has been assigned.
- Select Edit member (pencil icon) to assign an individual to any role. A pop-up window opens.
- In the Roles section, use the drop-down list to choose Organizational roles and Custom roles for the individual.
- Select Save,
The custom role appears in the Roles column for the individual.
Add Members with Custom Roles
Custom roles appear both when manually adding members and when using the spreadsheet template.
Note:
When a custom role is removed, any rules set up by members while in that role will be transferred to the admin.