In this lesson:
Roles can help you match the people on your team to the work they do. Certain teams and team members work on certain things within a Client Record, which is where Roles come in.
Roles are a pro feature. If you would like to learn more about Canopy Pro check out our website or chat with your customer service representative!
Create and Manage Roles
Roles can be found in the settings menu under Team Organization tab in Settings.
The third tab over is Roles.
You can see all the roles created here.
1. Role - title given for the Role.
2. Date Created - who created the Role and when.
3. Applied To - shows the number of records the Role has been applied to.
To Create a Role select Create role on the top right corner.
In the text field create a name for the role and Save.
Your new role will now populate on your Roles list. You can edit or delete any role by clicking on the three dots at the end of the row.
To assign Roles
Once you have created your roles you can assign team members to each role from the client record in in the client list.
Single Client
- To assign roles to a singular client head to their client record.
- On the top right, click on the blue Manage Assignments button.
- A list will pop up in a new window with all of your custom roles. You can use the search bar under the role to find and assign the appropriate team member to each role. If you keep scrolling to the bottom of your users you can also assign teams.
- When you are done assigning roles click Save.
Bulk Assign Roles
To assign multiple clients at the same time navigate to your client list.
- Use the checkboxes on the client list to select as many clients as needed.
- In the upper right corner, next to the folder icon, select the three dots icon.
- Click Manage assignments.
- You can add assignments, remove assignments or clear all assignments.
- When you are done click Save.
Roles are another tool to add to your amazing Canopy Admin Tool belt!