Using Roles within Zenput allows your account to best reflect the actual hierarchy of your organization and is necessary to assign tasks in bulk (projects). Before you can start dividing users into different roles, you will need to create and label their various roles. To do so, please do the following:
- Select the 'Hierarchy' tab.
- Navigate to and select the 'Roles' tab.
- On the top right corner of the page, select 'Create Role'.
- Add in the name of the role, select the Default Permission and Reports to from the drop-down menu.
- Click 'Save'
You will then be taken back to the Hierarchy screen where you can see your recently created role.
If you have any questions about roles or users, feel free to reach out to us at email@example.com.