Assigning Roles in 1to1Real™ allows you to create Categories to which employees, superiors and colleagues within your organization can be assigned. This will help you to better understand your business and coordinate with your coworkers effectively. These Roles are accessed by selecting Roles beneath the Administration tab to display the Roles screen, illustrated below. 1to1Real™ provides you with a group of Roles by default, including Executive, Director, Sales Agent, Marketer and Developer, but you can add additional Roles to the system that are unique to your organization by selecting Add New Role.
Making a selection from the Select Role list will display the Role Settings and Owned Roles associated with a particular Role, as shown in the illustration below. You can adjust the Owned Roles associated with a Role simply by selecting or deselecting the appropriate checkboxes.
Selecting Add New Role on the Roles screen displays the Add Role dialog, illustrated below, which allows you to add additional Roles to 1to1Real™ and base them on existing Roles. Follow the steps below to add a new Role to the system.
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Enter a name for the new Role in the Name text field.
- Enter a description for the new Role in the Description text field.
- Base the new Role on an existing Role by making a selection from the Based On list.
- Click OK to add the new Role to the system. The Role will now be accessible on the Select Role list within the Roles screen for editing purposes, if necessary.
- Click Cancel to close the Add Role dialog without adding the new Role to the system.