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Roles Directory
Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over 7 months ago

In this Help doc

Roles

Filters

Role View Options

Manage Role Views


Create a New Role


Rename a Role


Remove a Role

Remove a Role with no Positions on it

Remove a Role with Positions on it


Add Knowledge Item for a Role


Add description for a Role


Set a member as a Team Leader


Open Role Positions


Add Positions to a Role


Remove Positions from a Role


Introduction to Role Views

With Role Views, you can easily find the roles you are looking for using any combination of the Filters as shown in the image above.

These Views can be saved and shared with your team, making it easier to collaborate and find the same roles in the future.


Find Roles using Keywords Filter


Find Roles using Member Filter


Find Roles using Team Leader Filter


Find Roles using Assistant Filter


Find Roles using Role Filter


Add / Remove Columns in Views


Sort Roles in Views


Export Roles


Save Views


Search Views


Share Views with another Position


Replace existing Views


Manage Views


Delete Views

Delete a View in Roles Directory if you are an Owner

Delete a View in Roles Directory if you are not an Owner


Remove Filters


Open All Roles


Open Your Roles


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