It is possible for a company administrator to create specific roles within the Self-Service Portal. Once you have created a role, and specified the specific services that belong to this role, you can assign it to the designated employees. This way you no longer have to select the specific services per employee.
Please note: At this moment it is only possible to assign roles per employee. You cannot yet perform this operation in bulk.
1. Create a Role
First, a role must be created. In a role, you can choose a number of services that will be activated for the user when it is assigned. Creating a role is done as follows;- Log into the Self Service Portal;
- Click on the relevant company;
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Click on ‘Roles’;
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Click on ‘New role’ at the top right;
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Select a catalogue (for eHerkenning, select ‘eHerkenning’);
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Create a name for the role (In the example 'Insurance');
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Provide a role description. This can be useful for you, so you can see at a glance what the role entails;
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Search for the desired services in the search bar and check them;
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Click on 'Save'.
2. Assign a role to an employee
- Click on 'Users';
- Select the relevant user;
- Click on the authorisation;
- Click on 'Roles' at the top right;
- Check the role you wish to assign;
- Click ‘Confirm’;
- The role has been assigned.
3. Remove role from an employee
- Click on 'Users';
- Select the relevant user;
- Click on the authorisation;
- Click on 'Roles', with the role name next to it, at the top right;
- Uncheck the role;
- Click 'Confirm';
- The role has been removed.
If you have any questions, please contact us at helpdesk@digidentity.com.