Assign Roles

Office administration and course approval workflow roles are assigned at the office level. See PD User Roles & Functions for more details.

1. Select Assign Roles.
   

   

2. Select the desired role. Role options at the office level are as follows.
   

   

   
   
   • Office Administrator - User can perform PD administrative functions for this office.
   • Level 1 Reviewer - User can review and approve/deny courses submitted by a Course Requesterfor this office. (Only applicable when course approval workflow with multi-tier review is required.)
   • Final Approver - User can review and approve/deny courses submitted by a Course Requesterfor this office. (Only applicable when course approval workflow is required.)
   • Course Requester - User can create and manage courses for this office. (Only applicable when course approval workflow is required.)
3. Users currently filling the role will be listed. Click Add User.
   

   

4. In the pop-up, search or browse for the desired user, then click Add.
   

   

5. When finished adding users for the role, click Done at the bottom of the pop-up window.
6. Repeat steps 2-4 as necessary for each role. When finished adding users for all roles, click Done.