Roles are stored in Standards so they can be applied consistently across CRM records, projects, and other modules.
➕ Creating a New Company Role
- Click + Role at the top of the Company Roles list.
- Fill in:
- Name → Role name (e.g., “Supplier”).
- Description → Optional explanation of the role’s purpose.
- Click Save.
✏️ Editing a Company Role
- Click the edit icon in the “Actions” column for the desired role.
- Update the Name or Description as needed.
- Click Save to apply changes.
🚫 Disabling a Company Role
Once a role has been used, it cannot be deleted. If you no longer want it available, set Active to False to disable it.
📋 Example Company Roles
| Role | Description |
|---|
| Supplier | Provides materials, equipment, or services for projects. |
| Customer | The primary recipient or client for project deliverables. |
| Subcontractor | Handles specific contracted tasks within a larger project. |
❓ FAQ
Q: Do company roles affect access or permissions?
No, they are for descriptive categorization only.
Q: Can one company have multiple roles?
Yes, depending on the module, a company can be assigned more than one role.
Q: Can I delete a role after it’s been used?
No, but you can disable it by setting Active to False.
