✔️
Available on Deliver, Grow, and Scale
subscriptions.
What | Create custom roles
and allocate them to users
on your site. |
Why |
|
Who |
|
When |
|
What | Create custom
roles and allocate them to users
on your site. |
Why |
|
Who |
|
When |
|
Before
you
start
- Roles define talent or purpose — they
represent the kinds of work being done.
They are not user types and do not define
permissions within Teamwork.com.
- Each user can be associated with one
role. If a user is already
assigned to
a role, and you select them for
another role, they're removed from
the original role.
Create a
role
- Select People from
Teamwork.com's
main navigation menu.
- Switch to the Roles tab. Each role is listed along with its currently assigned users.
- Click Add
role.
- Enter a role name.
- Select the user icon (),
then
click the plus (+) beside each
user you want to assign to the
role.
- Click back into
the Add
role window.
- Click Add. If
you want to create
additional roles, instead
click the arrow on the Add button's right
and select Save
and add
another.
Edit
a role
- Select People from
Teamwork.com's
main navigation
menu. People might be
hidden under ...
More.
- Switch to
the Roles tab. Each
role is listed along with
its currently assigned
users.
- Hover over the role you want to update.
- Next:
- Edit: Click
the pencil icon
()
on the role name's right
to update the name.
- Assign: Click
the user icon ()
or
existing assignee avatars
to manage the role's
assigned users.
- Delete: Click the trash can () on the role's far right, then click Yes, delete this role to confirm.⚠️ All assigned users are removed from the role. This cannot be undone.
Assign
roles
In addition to
the role creation flow,
you can assign users
to roles from:
- People > Roles view: Click the user icon () or existing assignee avatars to manage the role's assigned users.
- Add (or edit) user flow: Switch to the Essentials tab, then select a role from the Role dropdown. Use Add role to create a new role.
- People > People view: Hover over the Role field in a user row and click Add role.