---
title: How to Manage Job Roles and Users
description: How do I manage Users and Roles in Weever Process?
---

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1. [Weever Knowledge Base](https://support.weeversoftware.com/?hsLang=en)
2. [Weever Process](https://support.weeversoftware.com/weever-process?hsLang=en)
3. [User Management](https://support.weeversoftware.com/weever-process?hsLang=en#user-management)

# How to Manage Job Roles and Users

## Managing users and roles effectively ensures operational continuity and security within the system.

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### **Key Takeaways**

- **Tasks are assigned to job roles** rather than individuals, allowing any qualified staff member assigned to that role to complete the necessary work even if a specific person is absent.
- Job roles are established within the **Job Roles Data Sources** section, and individual users can be associated with multiple roles depending on their responsibilities.
  
   
- When onboarding a new team, user profiles are created by entering a name, email, and associated roles.
- For security and simplicity, administrators assign a temporary complex password, but the final account activation is handled by the user through the **"forgot password" function**.
- For offboarding, the system distinguishes between **disabling** an account—which prevents login during extended leave—and **deleting** a user, which removes them from the active system while preserving their name in historical submission data

 

### **"How-To" Guide: User Management Basics**

**Adding a New User**

1. Navigate to the **User Management** section in the left-hand menu.
2. Select the option to create a new user profile.
3. Enter the staff member's **Name** and **Email Address**.
4. Select all **Job Roles** that apply to this individual.
5. Enter a complex, random password to finalize the profile creation.

**Activating Staff Accounts**

1. Once the profile is created, instruct the staff member to go to the login screen.
2. Have them click the **"Forgot Password"** function.
3. The user will follow the prompts to set their own private password and activate their account.

**Managing Departures and Leave**

- **For Extended Leave:** Select the **Disable** option. This keeps the account settings intact but prevents the user from logging in.
- **For Permanent Removal:** Select the **Delete** option. This removes the user from the system entirely. Note that their name will remain attached to all **historic submission data** for audit purposes

 

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