Assigning Services to a Person
Link services such as access rights, resources, or system roles to a person’s profile as part of their onboarding process.
Written By Tristan White
Last updated 5 months ago
1. Open the Person’s Profile
Go to Connected People → People in the left sidebar.
Click the name of the person who needs services assigned.
2. Begin Service Assignment
Look for the Assign Services option in the onboarding progress bar or within the person’s profile actions.
Click Assign Services to open the selection window.
3. Choose Services
Search for and select the services the person needs.
Examples include building access, software modules, or other resources configured in your Senbee environment.
You can attach multiple services at once.
4. Save
After selecting the appropriate services, click Save (or the equivalent confirmation button).
The chosen services will appear in the person’s profile under Services.
5. Verify Completion
The update is logged in the person’s Activity feed.
If the person is in the onboarding pipeline, the Assign Services step is marked complete automatically.
Tip: Review the list of assigned services periodically to ensure each person has exactly the access they need—no more, no less.