Assign Job Roles

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• Availability
  • Plan: All
• Roles and Permissions
  • Add: Admin, Editor, Reviewer
  • Edit: Admin, Editor
  • Delete: Admin

You can assign a job role to a contact, so you can easily keep track of who it is you're speaking to within a company you're tracking feedback for. Job roles can be used to help narrow down and filter your lists.

There are two ways of adding a new job role:

From the workflow tab

You can create a new Job Role by going to Account Settings > Workflow. Scroll down to the bottom and under "Job Roles" you can create, organize, and manage all job roles.

From the contact profile

You can assign a new Job Role from the contact profile under the "Job Role" field. If the job role doesn't exist, you'll be prompted to create a new one.