Assign a person to a role

An assignment records that a specific person currently fills a specific role. Assignments are how you can answer “who’s our First Aider on Wednesdays?” in two clicks.

Steps from the role side

1. From the sidebar, open Roles.
2. Open the target role.
3. Switch to the Assignments tab.
4. Click + Assignment.
5. Pick the person.
6. Tick Primary if this person is the main holder of the role. Each role has at most one primary.
7. Save.

Steps from the person side

You can also start from a person and add the role:

1. From the sidebar, open People.
2. Open the target person.
3. Switch to the Roles tab (or Assignments in some layouts).
4. Click + Assignment and pick the role.

Either direction creates the same record.

Primary vs secondary

• Primary — the main holder. There can only be one primary per role at a time.
• Secondary — backups, deputies, or anyone else who can fill the role.

The dashboard’s compliance overview reports primary coverage separately from secondary, so you can spot a role with secondaries but no primary.

How requirements interact

If the role has training requirements (set on its Requirements tab), assigning a person without the matching enrollments doesn’t fail — it produces a gap. The role’s detail page shows the gap, and the Compliance Overview on the dashboard rolls those gaps up.

To clear a gap, enrol the person in the course.

See also

• Add a role
• Add a person
• Universal roles