Role Details
What a role row is telling you, including system and not-assignable badges, permission counts, user counts, and delete conditions.
Read article: Role DetailsRoles help
Help for Roles in Work Planner.
Articles
Editing a Role
How the Edit Role popup behaves for system roles, custom roles, and permission updates.
Read article: Editing a RoleCreating a Role
How to use the Create Role popup, name a new role, choose permissions, and avoid reserved or invalid role names.
Read article: Creating a RoleRoles Screen
A guide to the Roles screen, including business selection, role rows, system badges, create flow, and edit availability.
Read article: Roles ScreenEditing role permissions
OverviewThis article explains when to use editing role permissions, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when an existing record n
Read article: Editing role permissionsCreating a role
OverviewThis article explains when to use creating a role, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when you are adding something new
Read article: Creating a roleRoles list
OverviewThis article explains how to use roles list in the roles area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need to find,
Read article: Roles list