Assign the workplace user role to employees

task brazil Updated Sep 10, 2026 4 min read assign-workplace-user-role-to-employees-of-a-location-wsd.md
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Set rules in Workplace Core to assign the workplace user role to employees and apply conditions accordingly.

Before you begin

Ensure that the user profiles of all your employees have required details. You can review the employee user profiles by navigating to User Administration > Users.

Role required: admin or sn_wsd_core.admin

Procedure

  1. Navigate to Workplace Safety Management > Administration.

  2. Select Client Role Assignment Rules.

  3. On the form, fill in the fields.

    Field Description
    Name Unique name for this assignment rule.
    Role This value is auto-generated with the workplace user role (sn_wsd_core.workplace_user).
    Active Option for indicating whether this assignment rule is active.
    Condition Option to add filter conditions that a user profile must match. To add a condition, select Add filter condition. To add a OR clause, select Add "OR" clause.
    Table Table on which the conditions must be built. The field is automatically selected as sys_user.
  4. Select Submit.

Result

The workplace user roles are assigned. If a record is created or updated on this table, a role assignment process is triggered in the background.

Note:

  • When a user no longer satisfies the Workplace Client Role Rule criteria, the role assignment framework deactivates the existing sys_user_has_role record by setting its state to Pending Approval.
  • The Pending Approval state is equivalent to the inactive state — the user does not hold the role. Role evaluation grants a role only when the assignment state is active.
  • When the user satisfies the criteria again, the same record is moved back to active. No new record is created.

Parent Topic:Manage workplace safety activities

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