Add a role

Before you start

Read about roles for what this is, how it connects to the rest of KLERQ, and the conventions worth following.

Permission required

You need Role: read or Role: create. Ask an administrator if the page is not visible to you.

Steps

1. Click the gear icon in the top bar to open Settings.

2. On the Settings page, choose Roles.

3. Click Create role in the top-right corner of the Roles page.

4. Enter the role Name, such as Partner or Associate.

5. Click Create to save the role.

Field reference

Field	Type	Required	Description
Name	Text	Yes	The role as it should appear on specialist profiles and directory submissions, for example Partner or Associate.
Sequence	Number	No	Where the role sits in the list. Set by dragging rows; put them in seniority order.

Related

• About roles