Difference between revisions of "Role"

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(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...")
 
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= 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.
 +
Roles allow managers to define job titles or relationship labels (such as **Manager**, **Buyer**, or **Decision Maker**) that can be assigned to contact personnel.
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Assigned roles help organize personnel records and can also be used as search filters on the Contacts and Accounts pages.
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 +
[[File:RoleIndex.png|250px|thumb|Roles Index View]]
  
 
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Role'''
 
'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Role'''
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* 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`.
 
* The menu is dynamically generated and is not part of the default `menuurl.sql`.
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== Purpose ==
 
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Roles allow managers to define job titles or relationship labels (such as **Manager**, **Buyer**, or **Decision Maker**) that can be assigned to contact personnel.
 
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Assigned roles help organize personnel records and can also be used as search filters on the Contacts and Accounts pages.
 
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== Access ==
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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== View Roles ==
 
== View Roles ==
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=== Purpose ===
 
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Display all role names configured for the company.
 
Display all role names configured for the company.
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=== Steps ===
 
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# Log in as a manager.
 
# Log in as a manager.
 
# Navigate to '''Home → Settings & Customization → Role'''.
 
# Navigate to '''Home → Settings & Customization → Role'''.
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== Add Role ==
 
== Add Role ==
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Creates a new people-role label for the company so it can be assigned to people on Accounts when People Tab is enabled.
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<div style="float:right; margin:0 0 1em 1em;">
  
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=== Purpose ===
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{| style="border:0;"
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| [[File:RoleAdd.png|250px|thumb|Click the Add Role(plus) icon]]
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Create a new personnel role that can be assigned to contacts.
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| [[File:RoleAddView.png|250px|thumb|Add Role]]
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|}
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=== Steps ===
 
  
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</div>
 
# Open the **Roles** page.
 
# Open the **Roles** page.
 
# Click '''Add Role'''.
 
# Click '''Add Role'''.
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== Edit Role ==
 
== Edit Role ==
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Updates an existing role’s name so personnel labels stay accurate across Accounts.
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<div style="float:right; margin:0 0 1em 1em;">
  
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=== Purpose ===
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{| style="border:0;"
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| [[File:RoleEdit.png|250px|thumb|Click the Edit Role(pencil) icon]]
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Update an existing role name.
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| [[File:RoleEditView.png|250px|thumb|Edit Role]]
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|}
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=== Steps ===
 
  
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</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.
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== Delete Role ==
 
== Delete Role ==
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Removes a role that is no longer needed so it no longer appears in Role dropdowns or filters.
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=== Purpose ===
 
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Remove a role that is no longer needed.
 
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Deleting a role removes only the role definition. Personnel records that previously used the role remain unchanged, and their role reference is cleared.
 
Deleting a role removes only the role definition. Personnel records that previously used the role remain unchanged, and their role reference is cleared.
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[[File:RoleDelete.png|250px|thumb|Role Delete]]
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=== Steps ===
 
  
 
# Open the **Roles** page.
 
# Open the **Roles** page.
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* Roles are available when adding or editing Contact Personnel.
 
* Roles are available when adding or editing Contact Personnel.
 
* Roles can also be used as search filters on the Contacts and Accounts pages.
 
* Roles can also be used as search filters on the Contacts and Accounts pages.
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== Related Pages ==
 
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* [[Contact Personnel]]
 
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* [[Contacts]]
 
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* [[Accounts]]
 
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* [[Company Directory]]
 
  
 
== Technical Information ==
 
== Technical Information ==

Revision as of 06:50, 17 July 2026

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

Roles Index View

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`.
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

Display all role names configured for the company.

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

Add Role

Creates a new people-role label for the company so it can be assigned to people on Accounts when People Tab is enabled.

Click the Add Role(plus) icon
Add Role
  1. Open the **Roles** page.
  2. Click Add Role.
  3. The Add Role page opens (`/role/new/`).
  4. Enter the **Role Name**.
  5. Click Save.
  6. The new role appears in the Roles list.

Edit Role

Updates an existing role’s name so personnel labels stay accurate across Accounts.

Click the Edit Role(pencil) icon
Edit Role
  1. Open the **Roles** page.
  2. Click the **Edit** (pencil) icon beside the desired role.
  3. The Edit Role page opens (`/role/edit/{id}/`).
  4. Update the **Role Name**.
  5. Click Update.
  6. The updated role is saved.

Delete Role

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.

Role Delete
  1. Open the **Roles** page.
  2. Locate the role to delete.
  3. Click the **Delete** (X) icon.
  4. Confirm the deletion.
  5. 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.

Technical Information

Item Value
URL `/role/`
Add `/role/new/`
Edit `/role/edit/{id}/`
Views `role/views.py`
Templates `templates/role/`
Retrieved from "http://docs.callproof.com/index.php?title=Role&oldid=2039"