If you have selected the Create a role profile based on another one option, you will be shown a search box where you can search your existing role profiles.
Start typing the role profile name until you find the relevant one, click it and then click Add role profile.
This will copy over all the details of the role profile you've selected, including all the images and settings.
You will now be able to make the required changes to the role profile. Once you have completed all the changes, click Save and the new role profile will be saved as a draft.
You can find further details about the settings of a role profile above.
Approve a role profile
All new role profiles are saved as drafts and must be approved by a user with the appropriate permissions before they can be used to recruit or be assigned to users.
To approve a role profile, find it on the role profiles listing page and edit it.
You will see a banner on top of the page, informing you that the role profile is in draft mode and asking if you want to approve it.
Change status or delete a role profile
As long as a role profile is in draft mode, it can be edited. As soon as it's been approved, only certain sections can be modified.
If a role profile is no longer required, it can be retired by setting its status to be inactive.
This will not end the role of any user but rather not allow the role profile to be assigned to any new users or opportunities.
⚠️ Warning: Once a role profile is set inactive it cannot be reset to active
If a role profile has not been assigned to any users or opportunities, once it has been set to be inactive, it can be permanently deleted. As soon as its status is set to be inactive, the Delete profile button will appear under the Save button.
Non-volunteer role profile
Assemble differentiates between volunteer and non-volunteer role profiles for reporting purposes. Additionally, non-volunteer role profiles cannot be used for recruitment (opportunities). Therefore, if you select the role profile type to be a Non-volunteer, most recruitment-related fields will be hidden.
Required permissions:
Role profiles:
Manage role profile
Approve role profiles
Delete role profiles
Add images to the role profile
