Company Roles
The Company Role is a title that defines a certain set of responsibilities within a project. Company Roles related directly to the Project Team in which actual Users will hold a role. For instance, a Project Manager may have full responsibility for the project whereas a Sales Manager or Administration staff person will provide only support.
Details
Role name (required)
The unique name for the Role. Examples are:
- Admin
- Production Manager
- Production Supervisor
- Sales Representative
- Sales Manager
Type (required)
These are the following options for Type:
- Direct Responsibility Role - The User that will have direct responsibility regarding the success of the project. If your Sales Rep manages the entire project, the Sales Representative should have this type.
- Second Rep Access - A Sales Rep role that assists the Direct Responsibility Role. Used specifically in cases where there may be more that one Sales Rep within a project.
- Third Rep Access - A Sales Rep role that assists the Direct Responsibility Role. Used specifically in cases where there may be more that one Sales Rep within a project.
- Support Role - Most common and defaulted type
When defining the project roles for your company, you must have one role that assumes Direct Responsibility for the project. This is to ensure that there aren't too many chefs in the kitchen when managing a project.
Comments (optional)
A short description that highlights what the role is and how it should be used.
Usage
Company Roles are used in many places such as the Project Team, Company Payout Rules, and Workflows.
Deleting a Role
Roles can only be deleted if they have not been used within a scope (within the Project Management tab). If a role can be deleted, there will be a red X within the list. Simple click the red X to delete.