MetaPulse

<a href="#h_e68912be0e">Creating a New Role</a>

<a href="#h_90a275d17b">Editing a Role</a>

<a href="#h_78aa803d2f">Merging Roles</a>

<a href="#h_b48331831f">Delete a Role</a>

- <a href="#h_e68912be0e">Creating a New Role</a>
- <a href="#h_90a275d17b">Editing a Role</a>
- <a href="#h_78aa803d2f">Merging Roles</a>
- <a href="#h_b48331831f">Delete a Role</a>

<a href="https://help.metapulse.com/en/articles/6140289-tips-tricks-understanding-the-difference-between-roles-and-positions">TIPS &amp; TRICKS: Understanding the difference between Roles and Positions</a>

- <a href="https://help.metapulse.com/en/articles/6140289-tips-tricks-understanding-the-difference-between-roles-and-positions">TIPS &amp; TRICKS: Understanding the difference between Roles and Positions</a>

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Role Display Name is optional - If left blank, it will use the Role Name.

Purpose - purpose of the position, e.g. Increase Organization Income.

Function - main functions of the position, e.g. Follow up leads, provide correct product or service.

Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."

You can assign a specific Knowledge item for this role. For example, you can assign a Knowledge item related to Marketing which contains all duties for this role.

Toggle Team Leader / Not a Team Leader

Toggle Assistant / Not an Assistant

Assign the desired Graph Permissions

Add Attachments to the role (such as a checklist)

1. Click Settings
2. Expand your Organization
3. Expand Team Chart
4. Click Roles
5. Click New Role
6. Enter a Name for the new role
7. Role Display Name is optional - If left blank, it will use the Role Name.
8. Purpose - purpose of the position, e.g. Increase Organization Income.
9. Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
10. Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
11. You can assign a specific Knowledge item for this role. For example, you can assign a Knowledge item related to Marketing which contains all duties for this role.
12. Toggle Team Leader / Not a Team Leader
13. Toggle Assistant / Not an Assistant
14. Assign the desired Graph Permissions
15. Add Attachments to the role (such as a checklist)
16. Click Create Role

You can assign a specific Knowledge item for this role. For example, you can assign a Knowledge item related to Quality Check which contains all duties for this role.

1. Click Settings
2. Expand your Organization
3. Expand Team Chart
4. Click Roles
5. Click Edit on the desired role
6. Enter a Name for the role
7. Role Display Name is optional - If left blank, it will use the Role Name.
8. Purpose - purpose of the position, e.g. Increase Organization Income.
9. Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
10. Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
11. You can assign a specific Knowledge item for this role. For example, you can assign a Knowledge item related to Quality Check which contains all duties for this role.
12. Toggle Team Leader / Not a Team Leader
13. Toggle Assistant / Not an Assistant
14. Assign the desired Graph Permissions
15. Add Attachments to the role (such as a checklist)
16. Click Update Role

MetaPulse will automatically check duplicate roles. You can check or uncheck roles as desired.

This greyed out text field is pre-filled with the Role Name of the two selected roles. The same applies for any other greyed out field.

You can assign a specific Knowledge item for this role. For example, you can assign a Knowledge item related to Sales which contains all duties for this role.

1. Click Settings
2. Expand your Organization
3. Expand Team Chart
4. Click Roles
5. Click Merge Roles
6. MetaPulse will automatically check duplicate roles. You can check or uncheck roles as desired.
7. Click Merge Selected
8. Enter a Name for the role
9. This greyed out text field is pre-filled with the Role Name of the two selected roles. The same applies for any other greyed out field.
10. Role Display Name is optional - If left blank, it will use the Role Name.
11. Purpose - purpose of the position, e.g. Increase Organization Income.
12. Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
13. Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
14. You can assign a specific Knowledge item for this role. For example, you can assign a Knowledge item related to Sales which contains all duties for this role.
15. Assign the desired Graph Permissions
16. Add Attachments to the role (such as a checklist)
17. Toggle Team Leader / Not a Team Leader
18. Toggle Assistant / Not an Assistant
19. Click Merge Roles

Click Delete Role ​NOTE: If the button is disabled, it means a member is assigned with this role. You will need to remove the member from this role and then you will be able to delete it.

1. Click Settings
2. Expand your Organization
3. Expand Team Chart
4. Click Roles
5. Click Edit on the desired role
6. Click Delete Role ​NOTE: If the button is disabled, it means a member is assigned with this role. You will need to remove the member from this role and then you will be able to delete it.

In this Help Doc

Creating a New Role

Editing a Role

Merging Roles

Delete a Role