PRODUCT - GENERAL - ROLES
Define responsibilities and control which tasks appear for your team
Modeeri
Last Update vor 6 Monaten
In this article :
• What roles mean at your branch
• What Managers can do with roles
• Creating roles at your branch
• How roles control checklist visibility
• Common role setup mistakes
• What’s next
• What roles mean at your branch
• What Managers can do with roles
• Creating roles at your branch
• How roles control checklist visibility
• Common role setup mistakes
• What’s next
What roles mean at your branch
Roles represent job functions at a branch. They are used to decide:
• Which checklists appear for a user
• What tasks that user is responsible for completing
Roles are not just labels they control task visibility and responsibility. This definition is the same across Modeeri the difference is scope.
As a Manager, roles you create or manage apply only to your branch.
• Which checklists appear for a user
• What tasks that user is responsible for completing
Roles are not just labels they control task visibility and responsibility. This definition is the same across Modeeri the difference is scope.
As a Manager, roles you create or manage apply only to your branch.
What Managers can do with roles
As a Manager, you can:
• Create roles for your branch
• Assign roles to users at your branch
• Update roles when responsibilities change
• Use roles to control which checklists appear for staff
All role actions are limited to your assigned branch.
Mangers cannot do :
• Create or edit roles for other branches
• Modify system wide or global roles
• Affect role setup outside their branch
These actions are handled by system Admins.
• Create roles for your branch
• Assign roles to users at your branch
• Update roles when responsibilities change
• Use roles to control which checklists appear for staff
All role actions are limited to your assigned branch.
Mangers cannot do :
• Create or edit roles for other branches
• Modify system wide or global roles
• Affect role setup outside their branch
These actions are handled by system Admins.
Creating roles at your branch
When to create a role :
• Setting up your branch for the first time
• A new job function is introduced
• Responsibilities at your branch change
• Setting up your branch for the first time
• A new job function is introduced
• Responsibilities at your branch change
How to create a role :
• Go to the Roles section
• Click Create New Role
• Enter a clear role name
• Add a short description of responsibilities
• Save the role
• Go to the Roles section
• Click Create New Role
• Enter a clear role name
• Add a short description of responsibilities
• Save the role
Best practices for role names :
• Use job titles people recognize
• Keep roles focused on one responsibility
• Avoid creating multiple roles with very similar names
• Use job titles people recognize
• Keep roles focused on one responsibility
• Avoid creating multiple roles with very similar names
How roles control checklist visibility
This means:
• Users with the assigned role will see the checklist
• Users without the role will not
This prevents irrelevant tasks from appearing and keeps task lists focused.
• Users with the assigned role will see the checklist
• Users without the role will not
This prevents irrelevant tasks from appearing and keeps task lists focused.
Common role setup mistakes
Avoid these common issues:
• Creating roles that are too similar
• Assigning too many checklists to one role
• Forgetting to assign a role to a user
• Treating roles as permissions instead of responsibilities
• Creating roles that are too similar
• Assigning too many checklists to one role
• Forgetting to assign a role to a user
• Treating roles as permissions instead of responsibilities
What’s next
Once roles are set up correctly:
• Users will see the right checklists
• Checklist assignment becomes simpler
• Execution at your branch becomes clearer
• Users will see the right checklists
• Checklist assignment becomes simpler
• Execution at your branch becomes clearer