Roles are stored in Standards so they can be reused across projects, CRM records, and other areas without having to type them manually each time.

➕ Creating a New Person Role

1. Click + Role at the top of the Person Roles list.
2. Fill in:
   • Name → Role name (e.g., “Document Controller”).
   • Description → Optional explanation of the role.
3. Click Save.

✏️ Editing a Person 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 Person 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 Person Roles

❓ FAQ

Q: Do person roles control permissions in the system?
No, they are descriptive only. Permissions are managed separately.

Q: Can I assign multiple roles to one person?
Yes, depending on the module you are using, a person can have more than one role assigned.

Q: Can I delete a role after it’s been used?
No, but you can disable it by setting Active to False.

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