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How to create user functions

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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