‍What are ‘User Roles’?

‍User Roles are used in the context of projects. Regardless of what profile a user has (developer, sales person, analyst, etc), he or she can play different roles in a specific project: team lead, reviewer, quality check. A user can be part of different projects, and play different roles in those projects. For instance, Martha, is a 'senior developer' - her user profile is - 'Senior Developer' and plays the role of 'team lead' - user role - 'Team Lead' for the project titled "Launch advanced search feature". However she also plays the role of 'Code Reviewer'  in a second project she is also working on named  "Kodiak" for which we can define another role for her namely 'Kodiak - Code Reviewer'.

‍How do you define ‘User Roles’ in ClayHR?

1. Navigate to the user profile.

2. Under the Info tab, locate the User Role section.

3. Click on +Add User Role. A user role modal will appear, add the required details like Role Name, Reports To, Direct Reportee and the start and end date (if available). Click on Save User Role to save the details.

4. The saved user role will appear on the user record page.