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.

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

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

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

Purpose

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

Steps

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

Purpose

Update an existing role name.

Steps

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

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

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.

Related Pages

• Contact Personnel
• Contacts
• Accounts
• Company Directory

Technical Information

Item	Value
URL	`/role/`
Add	`/role/new/`
Edit	`/role/edit/{id}/`
Views	`role/views.py`
Templates	`templates/role/`