A role is a status you can assign to a user’s account to exclude them from report percentages. This is useful for staff on maternity leave, long-term sick leave, or unavailable for other reasons. Assigning roles like this helps keep your reports accurate and reflective of active staff.
⚠️Important: You'll need access to the Admin Tool and permissions assigned to your account to create and edit roles. Raise a new support case to request access.
Create a role
Log in to the Admin Tool.
Click Config.
Click Roles.
Click Add.
Name the new role.
Pick the colour you would like it to appear on the reports.
Click Add to save it.
Edit a Role
📌Note: You can only edit roles without the lock symbol next to it.
Log in to the Admin Tool.
Click Config.
Click Roles.
Click on the Role you want to edit.
Click Edit in the top right corner.
Change the description of the role, then click Save.
Assign or remove roles
To add or remove roles on a user's account, check out this handy guide.