Roles are used to help track positions held by members of your team during activities. Track those roles and responsibilities and produce year-end reports on frequency and currency for each member of personnel in each role.
Creating a role
- Go to Intelligence ->
Roles - Select [Create New Role]
- Fill in the role title, select a bundle and set the costing (if applicable)
- Click [Add Role]
Adding a default role to a members profile
Permission Required: Editor
To set a default role for a member:
- Go to Planning -> Members
- Select the member to be updated and click [Update Details]
- On the General Details tab you will see a drop down list Default Role which will contain all roles created in your account
- Select a role
- Click Finished
Setting up costing for roles
Note: In order to set up Costing, the Costing Module must be activated by the account owner.
To set the default costing for a role:
- Go to Intelligence -> Roles
- On the right hand side of the screen click [Edit Role Costings]
- You are able to set the default role costing per hour and per activity
- Click [Save Changes]