---
title: "Pre-Assigning Groups & Roles to a Single User"
canonical: "https://help-equiem.refined.site/space/CS/1330839682/Pre-Assigning%20Groups%20%26%20Roles%20to%20a%20Single%20User"
format: markdown
---
> ℹ️ **Who can use this feature?**
> ℹ️ 
> ℹ️ - Property Managers
> ℹ️ - Workplace Managers (for their company only)

**Contents:**

> Macro (toc)

## Overview

When you invite a new user to your platform, there is the option to provide them with a Group or Role upon registering.

You might pre-assign a user a Group if you know this particular user will be a Fire Warden, for example.

You might pre-assign a user a Role if you know this user is going to be a Workplace Manager, Request Manager, Request Assignee, Booking Manager/Observer or if you have a new starter in your team that will require the Property Manager Role, for example.

## Pre-assigning Groups & Roles

To begin, head to [equiem.one](https://equiem.one/) and log in.

Scroll down to the Manage New User Invites widget. Click Invite.

![Screenshot 2025-08-19 at 08.52.24.png](media://bb6b1dd2-ed37-4bb5-a1d2-b307fdb1dc65)

Input the user’s email address and select their company from the drop down.

![Screenshot 2025-08-19 at 08.56.48.png](media://cbdcc12f-217c-4adc-bc61-30c60cd3cce8)

### Groups

Select the Add Groups box and choose your desired Group(s) from the drop down provided.

![Screenshot 2025-08-19 at 08.57.54.png](media://5369269d-b0b5-4281-9b37-81a37e8fde0d)


If you make a mistake, use the X icon to remove the selected.

> ℹ️ You will only be able to assign Groups that have been added to the Taxonomy page for your site in Site Settings.  
> ℹ️   
> ℹ️ Workplace Managers will only be able to assign Groups that have been authorised by a Property Manager


### Roles

Select the Add Roles box and choose your desired Role(s) from the drop down provided. 

If you are selecting a Bookings role (Bookings Manager or Bookings Observer) and you have access to more than one building, you will need to select the building the role should apply to when selecting the role. In the below example, the user is being pre-assigned the Bookings Manager role for Equiem HQ only.

![Screenshot 2025-08-19 at 09.01.17.png](media://ce4193e1-7d5c-4f59-974d-dc95c89cc856)

If you are selecting a Request Management role (Request Manager or Request Assignee), you will also need to select the Queue the user should be assigned to when selecting the role. In the below example, the user is being pre-assigned the Request Assignee role for the Default Queue only.

![Screenshot 2025-08-19 at 09.03.04.png](media://fe512d8e-72f1-4265-9f5e-fd91466f2200)

> ℹ️ You will only be able to assign Roles that you have permission to provide access for. If you are not able to assign a Role you believe you should be able to, please raise a support ticket.


### Sending Invites

Once you have finished, select INVITE USERS. When your user registers, they will now automatically have that Group/Role assigned.  
  


![Screenshot 2025-08-19 at 09.04.13.png](media://828bfc0f-149b-4413-89cb-eecc24cb9ebb)

> ℹ️ Note, in the invitation email the user receives, they will be able to see the Group/Role they have been assigned.