Roles are designations for your users that identify what they do in your organization. SI provides the ability to associate one or more roles to a user.
Roles are used extensively on Workflow Rules to determine who to notify when a rule is triggered. Roles are also used as the primary grouping on the Labor Utilization report.
There are Report Settings in the Control Panel that apply to roles for use on Custom reports.
Create Roles
By default, SI comes with three pre-created roles: Designer, Project Manager, and Sales Rep. You can create as many roles as you like.
To create a role:
1/ Go to the Users setting in the Control Panel.
2/ In the Manage Users form, click the Roles button in the Categorization section of the ribbon.
3/ In the Manage Roles form, click New and add a name for the role.
Once added, you can change the name of the role or delete it if you no longer want it.
Assign Role
All roles will be available for selection in the Roles dropdown when creating or editing users. You can assign the appropriate role from this dropdown.
You have the Roles column in the list of users and filtering capabilities for one or more roles.