Role

Introduction

Feature(s)

This feature aims to facilitate cross-department collaboration within the company. Roles can be set for different departments, allowing members of the same role in different departments to be grouped together for specific business purposes.

Application Scenario(s)

Departments and roles are two separate and independent features.

The role feature can only be accessed and utilized by admins, including the owner, super admins, and admins, for specific features as follows:

Preview

For example, when publishing a form, you can select members with the same role as recipients.

Setting Procedure

Role management is divided into role groups and roles. You can create role groups to organize and manage roles.

Creating Role Group(s)

To create a role group, click Create Role Group in Contacts.

Creating Role(s)

Create roles in the specific role group you just set up.

Adding Member(s)

Select the role and add members to the role.

Each member can belong to multiple roles.

Removing Member(s)

1. Remove a member.

To remove a member, click  and then click Remove Member > OK.

2. Batch remove members.

To remove members in batches, tick the members you want to remove, click Remove, and then click OK.

Note:

When you remove a member from a role, the member will not be removed from Contacts.

Assigned Dept.

Assigned Dept. refers to the department that can be managed by the member added to a role. For details, see Assigned Dept.

Permission(s)

Only super admins and the owner can create, delete, and edit roles. Whether admins can manage roles depends on their individual permission settings.

Note:

1. Roles are distinct from the organizational structure.

2. Roles do not have a hierarchical structure.