Roles

Roles allow you to classify People based on the position that they hold.

Some common Roles are:

•          Accountant
•          Area Manager
•          CEO

To view the list of Roles:

Navigate to the correct page from the People drop-down list. 

To add a Role:

You can use the add icon at the top of the list to create a new Role. 

To deactivate a Role:

You can deactivate a Role by selecting the  edit icon shown below, then changing the status to inactive. You can also do this using the edit button from the individual Role's page. Once it is inactive, it will be hidden from the main list, but can be found by filtering the results using the more* button. Deactivating is reversible; you can use the edit icon again to restore it to active.

To permanently delete a Role (admin only):

To delete a Role, it must first be made inactive. You can use the more* button to filter results to inactive or any, then use the bin icon to permanently delete the Role. All associated data, such as Assignments, will also be permanently deleted. This is not reversible.

Roles and People:

A Role will need to be chosen each time a new Person is added.

Once a Person has been added, their Role can be changed using the Role tab on the individual's page. A Person may have multiple Roles, but one must be selected as their Primary Role.

*The three options of the  more icon are:

• Active: This will only show active Roles
• Inactive: This will only show inactive Roles
• Any: This will show all Roles, active and inactive