Roles

Admin > Finance > Roles

The Manage Roles page defines roles used by employees to classify the work bill billed to customers.

• Each role has a defined default billing rate.
• Roles are applied when entering labor time on tickets or project tasks.
• Roles are assigned to by employee or by job title.
• Employees assigned multiple roles can usually select any of their roles when working a task or ticket.
• In Projects, the project manager can lock down the role when assigning a task to an employee.
• You can override role rates by creating a 'New Time and Material Contract' for a specific customer.

Creating Roles and Rates

1. Select the Admin > Finance > Roles page.
2. Click New.
3. Enter the following fields.
   • Role Name
   • Description
   • Billing Rate - The per hour billing rate.
   • Status - Active or InActive
4. Click Save.