A different article provides an overview of team roles and describes how you can use roles to delegate responsibilities. We also explain how team roles are a bit different from teams. The focus of this article is nuts and bolts. You learn how to create a team role.
Another article shows how to create team roles using the old BrokerEngine UI.
Contents
Prerequisites
None.
Creating a team role
Click the account icon (with your initials) in the bottom left corner of the page and select Settings.
In the Settings panel, select Team Roles.
Click the Add Role button. A popup displays.
Fill in the fields.
Add a unique role name. Your team sees this label when they select a team role.
Enter a role description.
Click Save.
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.
Managing 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.
