How to Assign a Role to a Job

Some jobs in your organization require more permissions than a standard team member role. For example, Managers, General Managers, and Regional Partners often need access to additional tools or information to perform their duties effectively.

Even among leadership roles, permissions may differ. That’s why it’s important to ensure that each job code has the correct role attached. Assigning the right role helps maintain security, clarity, and proper access across your team.

Why Roles Matter

Roles determine what users can see and do in the system. When a role is assigned to a job code:

• All team members with that job code inherit the same permissions

• Access stays consistent and aligned with responsibilities

• You reduce the risk of over- or under-permissioning users

How to Assign a Role to a Job

Follow these steps to assign a role to a job code:

1. Go to Settings

2. Click on Jobs

   

3. From the list, select the job you want to assign a role to

   

4. Once the job is open, locate the Roles section

5. Choose the role that best fits the responsibilities of that job

6. Save your changes

Important Reminder

Once a role is assigned to a job code, it will affect all team members with that job code. Be sure to review the role’s permissions carefully before assigning it.