✔️  Available on Deliver, Grow, and Scale subscriptions.

What
Create custom roles and allocate them to users on your site.
Why
  • Simplify the distribution of client work.
  • Map your company's organizational structure in Teamwork.com.
  • Gain deeper reporting insights and make informed resourcing decisions based on role.
Who
  • Site admins can create and manage roles and assign roles to all users.
  • Standard users with the profile permission:
    • Can this user manage people and companies? (Allows users to view, edit, and create users, roles, teams, and companies/clients.)
When
  • You need roles to reflect where talent is distributed in your organization.
  • You want to be able to filter in planning views based on role for a better understanding of resourcing.
What
Create custom roles and allocate them to users on your site.
Why
  • Simplify the distribution of client work.
  • Map your company's organizational structure in Teamwork.com.
  • Gain deeper reporting insights and make informed resourcing decisions based on role.
Who
  • Site admins can create and manage roles and assign roles to all users.
  • Standard users with the profile permission:
    • Can this user manage people and companies? (Allows users to view, edit, and create users, roles, teams, and companies/clients.)
When
  • You need roles to reflect where talent is distributed in your organization.
  • You want to be able to filter in planning views based on role for a better understanding of resourcing.

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

  1. Select People from Teamwork.com's main navigation menu.
  2. Switch to the Roles tab. Each role is listed along with its currently assigned users.

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  3. Click Add role.
  4. Enter a role name.

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  5. Select the user icon (Image Placeholder), then click the plus (+) beside each user you want to assign to the role.
  6. Click back into the Add role window.
  7. 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

  1. Select People from Teamwork.com's main navigation menu. People might be hidden under ... More.
  2. Switch to the Roles tab. Each role is listed along with its currently assigned users.
  3. Hover over the role you want to update.

    Image Placeholder

  4. Next:
    1. Edit: Click the pencil icon (Image Placeholder) on the role name's right to update the name.
    2. Assign: Click the user icon (Image Placeholder) or existing assignee avatars to manage the role's assigned users.
    3. Delete: Click the trash can (Image Placeholder) 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.


Elevate

  • Scheduling: Get role-based capacity and resource insights using role filters in:
  • Grouping: Group resources by role in the Schedule for more high-level resourcing picture before diving deeper into the user allocations.
    • ✔️ Access to these features is dependent on your subscription.