Role (New Web)

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.

Roles

Navigation: Settings Icon Hover → Settings & Customization → Role

From Roles you can also:

• Add a new role
• Edit a role name
• Delete a role

How to open Roles

Option A — From the main menu

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

Option B — Open Roles directly

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

Option C — From Quick Links

1. On the Roles page, click Quick Links.
2. 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

Add Role

1. Open Roles.
2. Click Add Role.
3. Enter a Name.
4. Click Save.
5. If the name is blank, enter a name and try again.
6. If the name already exists, choose a different name.
7. The new role appears in the list.

Edit a Role

Edit Role

1. Open Roles.
2. Click the Edit (pencil) icon for the role.
3. Update the Name.
4. Click Save.
5. The list refreshes with the new name.

Delete a Role

Delete Role

1. Open Roles.
2. Click the trash (Delete) icon for the role.
3. Confirm the delete when asked.
4. The role is removed from the list.
5. 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:

1. Open an Account / Contact.
2. Add or edit a person (contact personnel) linked to that account.
3. Choose a Role from the list.
4. Save the person.
5. 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 support@callproof.com