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How to Assign People Roles to a User in the Admin Application

Overview​

This guide explains how to assign and remove roles for users in the HR (People) Application using the Organogram Workspace Admin platform. You can assign roles either through a targeted role search or the Add User to Role dialog — both methods are covered below.

Prerequisites​

  • Access to the Organogram Workspace Admin platform at admin.organogram.app
  • The user you want to assign roles to must already exist in the system
  • You must know which role(s) to assign

When You Need This​

  • Granting a user access to specific HR features or data within the People Application
  • Updating a user's permissions when their responsibilities change
  • Onboarding new employees and configuring their access level
  • Ensuring compliance with role-based access control policies

Method 1: Assign a Role Using the Search Interface​

Step 1: Navigate to the User Authorization Section​

  1. Log in to the Organogram Workspace Admin platform at admin.organogram.app

    Admin Home Page

  2. In the left sidebar, go to Settings > Authorization > Users

    User Authorization Page

Step 2: Search for the User's Current Roles​

  1. On the User Authorization page, open the User dropdown and select the user you want to manage

    User Dropdown

  2. Open the Application dropdown and select People Application

    Application Dropdown

  3. Click the Search button

    A table will appear listing all available roles for the People Application, along with each role's current status for the selected user:

    • 🔴 Unassigned — a circled red hyphen indicates the role has not been assigned
    • 🟢 Assigned — a circled green tick indicates the role is already active

    User Roles Table

Step 3: Assign a Role​

  1. Find the role you want to assign in the table

  2. Click the circular add (+) button in that role's row

  3. A confirmation dialog will appear asking: "Do you want to assign this user to this role?"

    Role Assignment Confirmation Dialog

  4. Click Yes to confirm

  5. A toast notification will appear: "User assigned successfully"

  6. The role's status indicator will update to a circled green tick ✅

    Roles Assigned

Step 4: Remove a Role​

  1. In the same roles table, find the row for the role you want to unassign

  2. Click the cancel (X) button in that row

  3. A confirmation dialog will appear asking: "Do you want to remove this user from this role?"

    Remove Role Confirmation Dialog

  4. Click Yes to confirm

  5. A toast notification will appear: "User removed successfully"

  6. The status indicator will revert to a circled red hyphen 🔴

Method 2: Assign a Role Using the "Add User to Role" Dialog​

This method is useful when you want to assign one or more roles to a user in a single action.

Step 1: Open the Add User to Role Dialog​

  1. On the User Authorization page, click the + Add User to Role button in the top-right corner

    Add User to Role Button

  2. The Add User to Roles form will open

    Add User to Roles Dialog

Step 2: Fill in the Form​

Complete the following fields:

FieldWhat to Select
UserSelect the employee or user from the dropdown
ClientSelect People Application
Role(s)Select one or more roles from the dropdown (multiple selections are supported)

Step 3: Save the Assignment​

  1. Click Save
  2. A toast notification will appear: "Roles assigned successfully"
  3. The dialog will close automatically

Verifying the Assignment​

To confirm the roles were assigned correctly:

  1. Return to the User Authorization page

  2. Use the User and Application dropdowns to search for the same user and the People Application

  3. Click Search — the roles table will reflect the updated assignments, with assigned roles showing a green status indicator

    Verified Role Assignment

Available Roles in the People Application​

RoleDescription
PEOPLE USERStandard user access
PEOPLE EMPLOYEE MANAGERManage employee records
PEOPLE COMPANY MANAGERCompany-level management access
PEOPLE REPORT VIEWERView HR reports
PEOPLE ANNOUNCEMENT EDITORCreate and edit announcements
PEOPLE PERSONAL-INFO-VIEWERView personal employee information
PEOPLE MEDICAL INFO VIEWERView medical information records

Next Steps​

After assigning roles, you may want to:

  • Notify the user of their updated access and permissions
  • Verify the user can access the relevant sections within the People Application
  • Periodically review role assignments to ensure they remain accurate and compliant