Setting up People Role

Important: Check for existing naming conventions in your organisation.

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

Step 2: You will be redirected to the Settings section.

Step 3: Click the People Setup tab.

Step 4: Click on Job Roles.

Step 5: Add a role by clicking the Create button.

Step 6: Add your desired Job role.

Step 7: Choose the type of people for this job role from the dropdown.

Step 8: Click on Save to complete.

Here is a video on how to do the process

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