On the Roles & Rates screen page, users with Office App permissions can create, manage, and review Roles to fit the needs of your organisation.
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Pro Tip - use the |
Key Features:
Multiple Roles: Employees can be assigned multiple Roles, but must also have set a Default Role.
Role Creation: Click the “+ NEW” button →
← to create a new Role.
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If employees are “undefined” when creating a Job in the Field App - a common reason is that they do not have the correct roles assigned to complete that task. |
Related Topics:
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Jobs Menu → Reviewing and Editing Jobs in the Office App
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Operations Menu → Scheduled Tasks
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