Role groups are useful when your company has 100's of roles and you want to restrict the roles for scheduling and timesheets - making it easier for schedulers and workers to select the correct role and reducing the likelihood that the incorrect role is selected.
2 Minute Demo
Using Role Groups
- Under Resources > Role Groups create a role group and add roles to it.
- You'll want to group roles into buckets of functionality that will be needed on projects of a specific type. For example create an excavation role group containing all the roles needed on an excavation job.
- For a given client or project, add a role group in the details section under the "Select Role Group" field
- Create an order or an unscheduled timesheet under the client/project with the role group and notice that you are only able to select from roles within the role group.