Setting up People Role

Important: Check for existing naming conventions in your organisations.

Step 1: You can set up Roles for the people in your organisation when you go to Settings in your Dashboard.

Step 2: Click Roles under People Setup.

*Alternatively, you can click the gear icon in the side navigation bar to go to Settings. For instance, you have just finished setting up the people type in your organisation and you want to proceed in setting up the Job Roles.

Step 3: The system has 6 job roles listed by default.

Add the people roles by clicking the + sign in the middle.

Step 4: Enter Job Role in the field. Choose the type of people for this job role from the dropdown. Click Save.