Role - Revision history

Ashley DeBon: /* Notes */

2026-07-17T07:10:14Z

‎Notes

Ashley DeBon at 07:09, 17 July 2026

2026-07-17T07:09:54Z

Ashley DeBon at 07:07, 17 July 2026

2026-07-17T07:07:47Z

Ashley DeBon: /* Delete Role */

2026-07-17T07:05:43Z

‎Delete Role

Ashley DeBon: /* Edit Role */

2026-07-17T07:05:37Z

‎Edit Role

Ashley DeBon: /* Add Role */

2026-07-17T07:05:30Z

‎Add Role

Ashley DeBon at 06:56, 17 July 2026

2026-07-17T06:56:02Z

Ashley DeBon at 06:51, 17 July 2026

2026-07-17T06:51:01Z

Ashley DeBon at 06:50, 17 July 2026

2026-07-17T06:50:42Z

Ashley DeBon: Created page with "= Role = Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on C..."

2026-07-17T06:45:44Z

Created page with "= Role = Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on C..."

New page

= Role =
Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.

'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Role'''

'''Note:'''

* The **Role** menu appears only when the company has **People Tab** enabled.
* Role pages use the **Company Directory** sidebar.
* The menu is dynamically generated and is not part of the default `menuurl.sql`.

== Purpose ==

Roles allow managers to define job titles or relationship labels (such as **Manager**, **Buyer**, or **Decision Maker**) that can be assigned to contact personnel.

Assigned roles help organize personnel records and can also be used as search filters on the Contacts and Accounts pages.

== Access ==

{| class="wikitable"
! User
! Access
|-
| Manager
| Full access to view, add, edit, and delete roles
|-
| Standard User
| No access. Redirected to the Dashboard with a "Not a manager" message.
|}

== View Roles ==

=== Purpose ===

Display all role names configured for the company.

=== Steps ===

# Log in as a manager.
# Navigate to '''Home → Settings & Customization → Role'''.
# The **Roles** page opens (`/role/`).
# Review the list of available roles.
# Use the available actions to edit or delete roles.

== Add Role ==

=== Purpose ===

Create a new personnel role that can be assigned to contacts.

=== Steps ===

# Open the **Roles** page.
# Click '''Add Role'''.
# The Add Role page opens (`/role/new/`).
# Enter the **Role Name**.
# Click '''Save'''.
# The new role appears in the Roles list.

== Edit Role ==

=== Purpose ===

Update an existing role name.

=== Steps ===

# Open the **Roles** page.
# Click the **Edit** (pencil) icon beside the desired role.
# The Edit Role page opens (`/role/edit/{id}/`).
# Update the **Role Name**.
# Click '''Update'''.
# The updated role is saved.

== Delete Role ==

=== Purpose ===

Remove a role that is no longer needed.

Deleting a role removes only the role definition. Personnel records that previously used the role remain unchanged, and their role reference is cleared.

=== Steps ===

# Open the **Roles** page.
# Locate the role to delete.
# Click the **Delete** (X) icon.
# Confirm the deletion.
# The role is removed from the company.

== Notes ==

* Only managers can manage roles.
* The Role menu is available only when **People Tab** is enabled.
* Role names are required.
* Role names accept only letters, spaces, and hyphens.
* Maximum role name length is approximately 64 characters.
* Roles are available when adding or editing Contact Personnel.
* Roles can also be used as search filters on the Contacts and Accounts pages.

== Related Pages ==

* [[Contact Personnel]]
* [[Contacts]]
* [[Accounts]]
* [[Company Directory]]

== Technical Information ==

{| class="wikitable"
! Item
! Value
|-
| URL
| `/role/`
|-
| Add
| `/role/new/`
|-
| Edit
| `/role/edit/{id}/`
|-
| Views
| `role/views.py`
|-
| Templates
| `templates/role/`
|}

@@ Line 6: / Line 6: @@
 Assigned roles help organize personnel records and can also be used as search filters on the Contacts and Accounts pages.
-[[File:RoleIndex.png|250px|thumb|Roles Index View]]
+[[File:RoleIndex.png|300px|thumb|Roles Index View]]
 '''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Role'''
@@ Line 40: / Line 40: @@
 {| style="border:0;"
-| [[File:RoleAdd.png|250px|thumb|Click the Add Role(plus) icon]]
+| [[File:RoleAdd.png|300px|thumb|Click the Add Role(plus) icon]]
-| [[File:RoleAddView.png|250px|thumb|Add Role]]
+| [[File:RoleAddView.png|300px|thumb|Add Role]]
 |}
@@ Line 57: / Line 57: @@
 {| style="border:0;"
-| [[File:RoleEdit.png|250px|thumb|Click the Edit Role(pencil) icon]]
+| [[File:RoleEdit.png|300px|thumb|Click the Edit Role(pencil) icon]]
-| [[File:RoleEditView.png|250px|thumb|Edit Role]]
+| [[File:RoleEditView.png|300px|thumb|Edit Role]]
 |}
@@ Line 72: / Line 72: @@
 Removes a role that is no longer needed so it no longer appears in Role dropdowns or filters.
 Deleting a role removes only the role definition. Personnel records that previously used the role remain unchanged, and their role reference is cleared.
-[[File:RoleDelete.png|250px|thumb|Role Delete]]
+[[File:RoleDelete.png|300px|thumb|Role Delete]]
 # Open the **Roles** page.

← Older revision		Revision as of 06:51, 17 July 2026
Line 1:		Line 1:
		+	Path: [[Callproof Support]] - [[Website]] - [[Role]]
		+
	= Role =		= Role =
	Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.		Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.

@@ Line 86: / Line 86: @@
 * Only managers can manage roles.
-* The Role menu is available only when **People Tab** is enabled.
+* The Role menu is available only when '''People Tab''' is enabled.
 * Role names are required.
 * Role names accept only letters, spaces, and hyphens.

@@ Line 3: / Line 3: @@
 = Role =
 Lets managers define role labels (for example Manager, Buyer, Decision Maker) used on people/personnel under Accounts when People Tab is on, and for Role filters on Contacts/Accounts search.
-Roles allow managers to define job titles or relationship labels (such as **Manager**, **Buyer**, or **Decision Maker**) that can be assigned to contact personnel.
+Roles allow managers to define job titles or relationship labels (such as '''Manager''', '''Buyer''', or '''Decision Maker''') that can be assigned to contact personnel.
 Assigned roles help organize personnel records and can also be used as search filters on the Contacts and Accounts pages.
@@ Line 13: / Line 13: @@
 * The '''Role''' menu appears only when the company has '''People Tab''' enabled.
-* Role pages use the **Company Directory** sidebar.
+* Role pages use the '''Company Directory''' sidebar.
 * The menu is dynamically generated and is not part of the default `menuurl.sql`.
@@ Line 31: / Line 31: @@
 # Log in as a manager.
 # Navigate to '''Home → Settings & Customization → Role'''.
-# The **Roles** page opens (`/role/`).
+# The '''Roles''' page opens (`/role/`).
 # Review the list of available roles.
 # Use the available actions to edit or delete roles.
@@ Line 45: / Line 45: @@
 </div>
-# Open the **Roles** page.
+# Open the '''Roles''' page.
 # Click '''Add Role'''.
 # The Add Role page opens (`/role/new/`).
-# Enter the **Role Name**.
+# Enter the '''Role Name'''.
 # Click '''Save'''.
 # The new role appears in the Roles list.
@@ Line 63: / Line 63: @@
 </div>
-# Open the **Roles** page.
+# Open the '''Roles''' page.
-# Click the **Edit** (pencil) icon beside the desired role.
+# Click the '''Edit''' (pencil) icon beside the desired role.
 # The Edit Role page opens (`/role/edit/{id}/`).
-# Update the **Role Name**.
+# Update the '''Role Name'''.
 # Click '''Update'''.
 # The updated role is saved.
@@ Line 76: / Line 76: @@
 [[File:RoleDelete.png|300px|thumb|Role Delete]]
-# Open the **Roles** page.
+# Open the '''Roles''' page.
 # Locate the role to delete.
-# Click the **Delete** (X) icon.
+# Click the '''Delete''' (X) icon.
 # Confirm the deletion.
 # The role is removed from the company.