Creating Job Roles
|
Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
Account owners and admins can create job roles. For admins on Enterprise accounts, this right may be disabled.
Creating a job role adds a special grouping category in your account. You’ll be able to group your employees according to their role in the company, e.g., “developer,” “consultant,” “designer,” etc.
-
Click on your profile image in the sidebar 1.
-
Select Settings 2 from the drop-down menu.
-
Click Job Roles 3 under Account management in the left panel.
-
Click the Create job role button, if it's the first role in the account, or + New job role 4 if you're creating additional roles.
-
From there, you can:
-
Enter a name for the job role, e.g., "Project Manager" or “Designer” 5.
-
Choose the color of the avatar to easily distinguish one job role from another 6.
-
Select the initials to be displayed on the role’s profile picture 7.
-
(Optional) Set default hourly rates for the job role 8.
-
-
Click Create 9.
Your job role is created. Now you can allocate it to users in your account or assign tasks to the job role.