Creating Organization Role Groups
A Role Group is a category that you use to organize roles. Role Groups are typically general, and reflect a level in your Organization. For example, a Role Group of Junior 2 might include the roles DBA2 or Programmer2.
First you need to create the role group, then you can assign roles to it.
Create a role group
- Navigate to Admin/Organization/Role Group.
- In the All Role Groups section, choose Menu > New.
- Enter the Title of the group, and optionally enter a Description.
- Click Save.
Assign a role to a role group
- Navigate to Admin/Organization/Roles.
- Select the Role you wish to assign to a role group and choose Actions > Edit. Or, right-click on the role record and choose Edit from the context menu, or just double-click the record.
- Choose the group to assign the role to from the Role Group droplist.
- Click Save.