How to Create a Role

What is a Role?

Allows the allocation of a role, such as plumber, electrician, cleaner, etc. of a specific supplier company to a Building or a Unit. This then gives the user a clear overview of which supplier company to use for a specific job, for a specific Building or Unit. 

Creating Roles

Go to Admin → User & Team Settings → Roles

Select Add Role to add a new Role

Add Role to add a new Role

Enter the name of the Role and description if required, and save the Role.

Create a new role

You will then see all the Roles you have added so far in the list of Roles

List of Roles

You can update the Roles at a later stage by selecting the role, editing and saving. The changes will be propagated to the Buildings and Units. 

Associating a Role to a Building

You can associate a Company to a Role for a specific Building. In order to do this, you need to have the Role set up (see above), the Company set up (see Creating a New Company) and you will need to have your Building created (see How to Create a Building). 

Open your Building and go to the Roles tab. Select the Add New Role button at the top right.

Add New Role button

Select the Role you wish to assign - you will see the Roles you previously created.

Select the Role you wish to assign

Type in the name of Company you wish to associate to this Role. The field is a type ahead so you will just need to put in at least 3 characters before being given some options. Then save!

Type in the name of Company you wish to associate to this Role

You will now see the Role and its associated Company in the list.

Associating a Role to a Unit

You can associate a Company to a Role for a specific Unit. In order to do this, you need to have the Role set up (see above), the Company set up (see Creating a New Company) and you will need to have your Unit created (see How to Create a Unit). 

Open your Unit and go to the Roles tab. Select the Add New Role button at the top right.

Select the Add New Role button at the top right

Select the Role you wish to assign - you will see the Roles you previously created.

Select the Role you wish to assign

Type in the name of Company you wish to associate to this Role. The field is a type ahead so you will just need to put in at least 3 characters before being given some options. Then save!

Type in the name of Company you wish to associate to this Role

You will now see the Role and its associated Company in the list.

List of Roles in Unit

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