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Create a Team Role

  • Updated

A different article provides an overview of team roles and describes how you can use roles to delegate responsibilities. The focus of this article is nuts and bolts — you learn how to create a team role.

In This Article

  1. Create a Team Role
  2. Manage Team Roles

Step-by-Step Guide

Follow these steps to create and manage team roles:

Step 1 — Create a Team Role

  1. Click the account icon in the bottom left corner of the page.
  2. Click Settings.
  3. In the Settings panel, select Team Roles.
  4. Click the Add Role button. A popup displays.

Fill in the fields:

  1. Add a unique role name. Your team sees this label when they select a team role.
  2. Enter a role description.
  3. Click Save.

Note: The Assign role when creating a new deal box is checked by default. If you don't want this team role available for assignment to team members on a board card, uncheck the box.

If you tick the above option you'll have the option to assign your team members to the roles on creation of a new lead or deal:

If this option is not ticked, the above won't show in the New Lead or New Deal popup.

Step 2 — Manage Team Roles

On the Team Roles page, you can edit or remove a role. To open the Edit Role window, click a role name. Make changes and click Save.

To remove a role, go to the Team Roles page, click the trash icon, and select Delete in the confirmation popup. Or, you can delete a role inside the Edit window.

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