Role (New Web) - Revision history

Ashley DeBon at 07:23, 23 July 2026

2026-07-23T07:23:37Z

Ashley DeBon at 14:14, 22 July 2026

2026-07-22T14:14:11Z

Ashley DeBon: /* Delete a Role */

2026-07-22T14:13:20Z

‎Delete a Role

Ashley DeBon: /* Edit a Role */

2026-07-22T14:10:47Z

‎Edit a Role

Ashley DeBon: /* Add a Role */

2026-07-22T14:08:00Z

‎Add a Role

Ashley DeBon: /* Delete a Role */

2026-07-22T14:04:58Z

‎Delete a Role

Ashley DeBon at 14:03, 22 July 2026

2026-07-22T14:03:42Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Roles = Roles = Use Roles to manage people roles for contacts at your accounts (for example Decision Maker, Buyer, or Inf..."

2026-07-22T14:03:06Z

Created page with "Path: Callproof Support - New Website - Roles = Roles = Use Roles to manage people roles for contacts at your accounts (for example Decision Maker, Buyer, or Inf..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Roles]]

= Roles =

Use Roles to manage people roles for contacts at your accounts (for example Decision Maker, Buyer, or Influencer).
These roles describe a person’s job relationship to an account. They are '''not''' CallProof login permissions for reps.

From Roles you can also:

* Add a new role
* Edit a role name
* Delete a role

[[File:RolesList.png|300px|thumb|Roles]]
<div style="clear:both;"></div>

== How to open Roles ==

=== Option A — From the main menu ===

# Sign in to CallProof as a '''manager'''.
# In the left sidebar menu, open the menu item for '''Roles''' (label may vary by company setup).
# The '''Roles''' list opens.
#* This menu item usually appears when your company uses the People / Contacts people features.

=== Option B — Open Roles directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/role/</code> at the end of the address (for example: <code>https://appv2.callproof.com/role/</code>).
# Press '''Enter'''.
# If you are a manager, the Roles list appears.
# If you are not a manager, CallProof blocks access and sends you away from this setup page.

=== Option C — From Quick Links ===

# On the Roles page, click '''Quick Links'''.
# Choose a related item such as '''Company Directory''', '''Import Reps''', '''Export Reps''', or '''Invite Reps''' when you need related user work.

== Permissions ==

* You must be '''signed in'''.
* Only '''managers''' can open Roles, add roles, edit roles, and delete roles.
* Non-managers cannot use this setup screen.
* Company menu settings (including People features) control whether '''Roles''' appears in your sidebar.
* After roles are created, other users can '''select''' them when adding or editing people on accounts.

== What you see on the screen ==

=== Header ===

* Title: '''Roles'''
* '''Add Role''' button
* '''Quick Links''' menu:
** Company Directory
** Import Reps
** Export Reps
** Export Reps History Details
** Invite Reps
** Rep Stats HTML

=== Table columns ===

* '''Name''' — role name
* '''Actions''' — Edit and Delete

=== Messages you may see ===

* Add Role / Edit Role pop-up
* Success or error messages after save or delete
* “No roles found” when the list is empty
* Error if a role name is missing or already exists
* Permission message if a non-manager tries to open the page

== Field guide ==

=== Name ===

* The role label shown when assigning a person on an account.
* Required.
* Maximum length is 64 characters.
* On create, the name must be unique for your company.
* Examples: Decision Maker, Buyer, Manager, Influencer, Other.

== Add a Role ==
[[File:AddRole.png|250px|thumb|right|Add Role]]

# Open '''Roles'''.
# Click '''Add Role'''.
# Enter a '''Name'''.
# Click '''Save'''.
# If the name is blank, enter a name and try again.
# If the name already exists, choose a different name.
# The new role appears in the list.
<div style="clear:both;"></div>

== Edit a Role ==
[[File:EditRole.png|250px|thumb|right|Edit Role]]

# Open '''Roles'''.
# Click the '''Edit''' (pencil) icon for the role.
# Update the '''Name'''.
# Click '''Save'''.
# The list refreshes with the new name.
<div style="clear:both;"></div>

== Delete a Role ==

# Open '''Roles'''.
# Click the '''trash''' (Delete) icon for the role.
# Confirm the delete when asked.
# The role is removed from the list.
# People who used that role may no longer show that role value (depending on how the person record was saved).

== Where Roles are used ==

After managers create roles, your team uses them on account people records:

# Open an '''Account''' / '''Contact'''.
# Add or edit a '''person''' (contact personnel) linked to that account.
# Choose a '''Role''' from the list.
# Save the person.
# The role can appear in people lists, exports, opportunity PDFs, and related account views.

== Tips and important notes ==

* Roles here are for '''people at accounts''', not for rep login access (manager vs rep).
* Keep role names clear and consistent across your company.
* Duplicate role names are not allowed when creating a new role.
* Only managers manage this list.
* If Roles is missing from the menu, ask an administrator to check People / menu settings and your manager status.
* Quick Links on this page focus on Company Directory and rep tools.

== Need help? ==

* Cannot open Roles: confirm you are a '''manager'''
* Role missing when adding a person on an account: ask a manager to create it here first
* Name already exists: choose another name
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:23, 23 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Role (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]] - [[Role (New Web)]]

	= Roles =		= Roles =

← Older revision		Revision as of 14:14, 22 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[~~Roles~~]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Role (New Web)]]

	= Roles =		= Roles =

← Older revision		Revision as of 14:04, 22 July 2026
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	== Delete a Role ==		== Delete a Role ==
		+	[[File:DeleteRole.png\|300px\|thumb\|right\|Delete Role]]

	# Open '''Roles'''.		# Open '''Roles'''.

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 # The role is removed from the list.
 # People who used that role may no longer show that role value (depending on how the person record was saved).
 == Where Roles are used ==

@@ Line 96: / Line 96: @@
 == Edit a Role ==
-[[File:EditRole.png|250px|thumb|right|Edit Role]]
+[[File:EditRole.png|300px|thumb|right|Edit Role]]
 # Open '''Roles'''.

@@ Line 84: / Line 84: @@
 == Add a Role ==
-[[File:AddRole.png|250px|thumb|right|Add Role]]
+[[File:AddRole.png|300px|thumb|right|Add Role]]
 # Open '''Roles'''.

@@ Line 5: / Line 5: @@
 Use Roles to manage people roles for contacts at your accounts (for example Decision Maker, Buyer, or Influencer).
 These roles describe a person’s job relationship to an account. They are '''not''' CallProof login permissions for reps.
 From Roles you can also:
@@ Line 11: / Line 14: @@
 * Edit a role name
 * Delete a role
 <div style="clear:both;"></div>