What's a Role?

A New Hire, Manager, Buddy, or anyone else that is involved in onboarding and should receive Messages from Donut

Dan Manian (he/him) avatar
Written by Dan Manian (he/him)
Updated over a week ago

When you add a Message to a Template you have the option to choose which Role to deliver it to. This allows you to not only send messages to new hires, but to other key stakeholders such as managers, new-hire buddies, or anyone else.

Customizing Roles

By default Donut will come configured with three roles: New Hire, Manager, and Buddy. You can add and remove roles from the Onboarding Templates tab by clicking "Roles" in the left nav below "Templates." You can also add and remove Roles while creating a new Message. 

Choosing Roles for Messages

Every time you create or edit a Message you can select which Role it is delivered to. This allows you to add Messages like reminders to managers and buddies — and these can even happen before a New Hire's first day.

Assigning Roles when you add New Hires

When you add New Hires you will have a slot for each Role next to each new hire. This allows you to assign whichever employee is filling that specific role for each new hire.

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