In this Help Doc
See also:
Creating a New Role
Click Settings
Expand your Organization
Expand Team Chart
Click Roles
Click New Role
Enter a Name for the new role
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)
Click Create Role
Editing a Role
Click Settings
Expand your Organization
Expand Team Chart
Click Roles
Click Edit on the desired role
Enter a Name for the role
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 Quality Check 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)
Click Update Role
Merging Roles
Click Settings
Expand your Organization
Expand Team Chart
Click Roles
Click Merge Roles
MetaPulse will automatically check duplicate roles. You can check or uncheck roles as desired.
Click Merge Selected
Enter a Name for the role
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.
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 Sales which contains all duties for this role.
Assign the desired Graph Permissions
Add Attachments to the role (such as a checklist)
Toggle Team Leader / Not a Team Leader
Toggle Assistant / Not an Assistant
Click Merge Roles
Delete a Role
Click Settings
Expand your Organization
Expand Team Chart
Click Roles
Click Edit on the desired role
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.