Wecomplish

You can assign a role to a person by navigating to that Person > Roles and adding the role.

You can also assign a person to a role by navigating to the role in question and add the person as a role holder. The effect of assigning a role to a person and a person to a role is the same.

The remainder of this documentation is focused on assigning roles to a person.

Assigning a role to a person

When assigning roles to a person, you can either select from the list of pre-existing roles, or have a new role created.

Create a new role

If you type in the name of a role which does not already exist, the role is created for you. If your organization consists of multiple teams, you will be prompted to select the team which is expected to maintain the role.

Selecting a pre-existing role

In order to select a pre-existing role, start typing into the role name field in order to get an autocomplete list of existing roles matching your query within your organization.

To see all roles,  click the "Browse all" link in the right corner to expand the available role options. This expands not only the list of roles within your own organization, but also the roles that publicly available within the Wecomplish Library.

Role assignment states

The following states are available for the role assignment:

  • Suggested
  • Evaluating
  • Intended
  • Rejected
  • Onboarding
  • Practicing
  • Operational
  • Offboarding

You can see all your own roles and their current state by selecting the view of you role, or see all the roles of a coworker by searching for that user which will bring you to their role page.

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