Business Roles

A business role is a marker assigned to an employee. Such a marker suggests specific responsibility and authority. The business roles can align with an employee job title but they also may differ from it in case an employee is responsible for the tasks beyond the responsibilities typically expected on their position. The use of this feature makes business processes more clear and straight-forward due to defining the business roles in a company's business structure. Another advantage of the business roles is their flexible configuration: the business roles are not as strictly defined in the company's business structure as job positions. The business roles do not grant access privileges unlike the user roles.

tip

Roles required:

• Create, Update – org_manager, user_manager, admin.
• Read – all users of the agent interface.
• Delete – admin.

Create a business role

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The Business Role (org_role) table contains business role records. To add a business role, complete the following steps:

1. Navigate to User Administration → Business Roles.
2. Click New and fill in the fields.
3. Click Save to apply the changes.

Business Role fields

Field	Mandatory	Description
Name	Y	Specify the business role name.
Description	N	Add a description of the business role.
Active	N	Select the checkbox to make the business role active.

The Employees related list is available on the form. It shows the list of employees assigned to this business role.

Assign business role to an employee

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The Employee Business Role (org_role_employee) table stores records of employees and their assigned business roles (job positions). To assign a business role, complete the following steps:

1. Navigate to Organization → Employee Business Roles or Organization → Employees, open the required employee form and scroll down to the Employee Business Roles related list.
2. Click New and fill in the fields.
3. Click Save to apply the changes.

Employee Business Role form fields

Field	Mandatory	Description
Company	Y	The company in which the employee occupies the business role. An employee can occupy more than one job position in more than one company. You need to create a separate business role for each of them.
Employee	Y	The employee to whom you assign the business role. When an employee business role record is added from the Employee form, the field is completed automatically.
Role	Y	The business role that you assign to the employee in the specified company. You can assign more than one employee to each business role.

The Activity Feed widget is available on the form. There, you can see the history of record updates.

note

To view a list of all employee business roles in a company, open the necessary Company record in the Company (org_company) table and see the Employee Business Roles related list.