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Status Open for voting
Categories General
Created by Guest
Created on Aug 22, 2019

Automate role changes and exits

Updating roles for users and reassigning tasks takes significant time by the Promasters.

Could automation be built into Promapp allowing quicker position changes? Maybe an excel import that updates employee's assigned roles and deactivates others?
As an added bonus, making exiting staff inactive and possibly reporting on inactive staff with processes?

If any one has feedback on how they go about it, I'd be happy to hear it.
Thank you
  • Attach files
  • Kerry Hiki
    Reply
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    Sep 7, 2022
    Thanks for the feedback. I'll open this up for voting to gauge interest from other clients.

    Regarding roles changes we do have plans to improve our role/user capabilities in the coming year.
  • Guest
    Reply
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    Sep 7, 2022
    This is a great suggestion. Perhaps there could be an option to link Promapp directly with Active Directory to automate assigning users to roles.
  • Rhonda
    Reply
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    Sep 7, 2022
    What frustrates me is when you import the User/Role data it retain the old role if the User has a new role which means a lot of clean up after an import.
    Even putting the role in time order of import so the most recent role is either first or last would help, because you wouldn't have to refer back to the original data to check the information imported to get the correct role.