Creating Job Roles
TL;DR
Account owners and admins can create job roles to group employees by their position (e.g., Developer, Designer). Go to Profile > Settings > Job Roles, click "Create job role" or "+ New job role," then set the name, avatar color, initials, and optional hourly rate, and click Create. You can then assign the role to users or tasks.
Table 3. Availability - Legacy plans
| Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business; |
Account owners and admins can create job roles.
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.
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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.
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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.
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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.