To set up a new Role, go to the "Settings" section, then click on the "Add New Role" button.
A form for adding a new custom Role will appear on the screen. At this point, complete the fields:
- Role name - such as Buddy, HRBP, IT Support or Office Manager.
- Initials (optional) - enter two characters that will distinguish the Role in the list of Actions during Workflow configuration (if you leave the field blank, the Application will use the first two characters from your name)
- Color - select the color that will distinguish the Role in the Actions list during Workflow configuration
- Select employee - here you can designate employees who will be automatically assigned to a Role when starting Processes or will be treated as recommended employees for this Role (learn more here)
- Decide whether a Role can point users to other Roles in the Process (learn more here).
After filling out the form, click on "Save" to add a new Role in the Application.