Custom roles let you define additional assignee types on jobs beyond the default Event owner. For example, you might add a Lead Installer or Site Manager role.
Creating a custom role
Go to Workspace settings via the gear icon.
Click Events, then the Roles tab.
Click + Add new.
Enter a name for the role.
Toggle Multiple people on if more than one person can hold this role on a job.
Select which event types this role applies to.
Choose whether to apply the role to new jobs only, or also to existing open jobs.
Save.
Custom roles are powerful when combined with task list templates, tasks can auto-assign to whoever holds a specific role on the job.
FAQ
Can I limit a custom role to certain event types only?
Can I limit a custom role to certain event types only?
Yes. When creating a role, you choose which event types it applies to. A Lead Installer role, for example, might only apply to Install events and not to Survey events.
Can I delete a custom role?
Can I delete a custom role?
Yes. Deleting a role removes it from all jobs. Any tasks that were auto-assigned to that role will no longer have an automatic assignee going forward.
Can the same person hold more than one role on a job?
Can the same person hold more than one role on a job?
Yes. A person can be assigned to multiple roles on the same job — for example, both as Event Owner and as Lead Installer.