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Creating Job Roles

Overview

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.

Create a job role

Job_Roles-Creating_Job_Roles.png
  1. Click your profile photo in the upper-right corner of the page. 1

  2. Select Settings from the drop-down.

  3. Click Job Roles in the left panel. 2

  4. Click the Create job role button, if it's the first role in the account, or + New job role 3 if you're creating additional roles.

  5. From there, you can:

    • Enter a name for the job role, e.g., "Project Manager" or “Designer.” 4

    • Choose the color of the avatar to easily distinguish one job role from another. 5

    • Select the initials to be displayed on the role’s profile picture. 6

    • (Optional) Set default hourly rates for the job role. 7

  6. Click Save. 8

Your job role is created. Now you can allocate it to users in your account or assign tasks to the job role.

FAQ

Is there a limit to the number of job roles?

There's no limit to the number of job roles you can create in the account.

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