TEAMS - Roles in Settings

Owned by Alina Shchahlova
Last updated: Sept 04, 2023
2 min read

Roles in Settings

Roles are positions that certain people have in their projects.

The Settings / Roles tab is available on the Account level and gives the ability to manage and configure the required set of Roles on the Account. 

In TEAMS → Settings → Roles there is a list of roles present for a certain Account.

The number in the 'Active (Inactive) profiles' column shows the current number of active (inactive for the last 12 months) employees with a corresponding role on the current Account.

Roles for external installations are added manually.

It is possible to create new roles by clicking on the "Add New" button, entering a new role name, and clicking "Add" again. Such roles will be marked as 'Custom'. 

Note: You cannot add a role with the same name that is already mentioned in the list.

Custom role can be deleted provided there are no active team members with the role mentioned.

Also, there is possibility to define the default list of roles that will be automatically applied to all accounts once created. Roles applied from a pre-defined list will be added as custom ones to the Settings tab. To define and configure the default list please contact support.Â