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How to create user functions

This documentation, including images, videos and text, is accurate as of Version 5.15 of Pascal.

We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.

In Pascal, functions can be created, edited and assigned to users. The set-up functions can also be used to create approval templates which define the order in which functions must approve an onboarding client. 

Please note that approving an onboarding client is only available to environments with access to Pascal Onboarding.

To create functions, follow the steps below: 

  1. Click on your initials in the top right corner.

  2. Select Settings besides your Pascal environment's name.

  3. Navigate to the Policies page in the Organisation section.

  4. In Organisation functions, press the Add function button.

  5. Fill in the function name and click on Create. 

You can also edit an existing function by pressing the pencil button beside an existing function. Or delete an existing function by pressing the bin icon beside a function. 

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