This article shows how to give Sanaf a job, or change the one it has, after it is hired.
What a job gives Sanaf
A job is a role from Sanaf's list of jobs, such as handling an inbox or following up on leads. Picking one gives Sanaf three things:
- The job's instructions, so it arrives knowing that work.
- The apps the job uses.
- The job's approval defaults, which decide what it asks you about first.
Sanaf's page in the console shows the job it holds under its name. A Sanaf hired without a job, for example through Sign up with Slack, shows No job picked. It still works, from its instructions and whatever you ask it.
Change the job
- Open Sanaf's page in the console.
- Under its name, press Change the job. If it has no job yet, the link reads Give it a job.
- Pick the job you want from the grid.
- Read the note under the grid. It tells you what will happen to Sanaf's instructions (see below).
- Press Give Sanaf this job. The button shows your employee's name.
If you pick the job Sanaf already has, the button reads Already Sanaf's job and cannot be pressed.
Only an owner or manager of the workspace sees the link and can make the change.
What happens to what is already there
Everything Sanaf has already done stays exactly as it is. For its settings, the rule is that the new job fills in defaults and never overwrites what a person changed.
- Instructions. If nobody has edited them, Sanaf takes the new job's instructions. If you wrote or edited them yourself, they are kept. To use the new job's instructions anyway, tick Use the new job's instructions instead of mine. The change is saved as a new version, and your old text stays in the Versions list on the Teach Sanaf screen, so you can go back to it.
- Approvals. The new job only adds approval rules for kinds of action you have no rule for yet. A rule you already set, for example to always ask before sending email, is never loosened.
- Apps. Sanaf takes the new job's app settings, unless someone changed the old ones by hand, in which case yours are kept.
You can edit any of these afterwards.