The role settings are located in:

Global settings → Project

Important: this block is not used to create or edit roles.
Roles themselves are created in:

Employees database → Options → Roles

In the global settings, you configure:

• which roles will be displayed by default in new projects
• which employees will be automatically assigned to these roles

General logic

Roles in a project are responsible persons.

For example:

• Foreman
• Manager
• Technical director

These roles are used:

• in the Information tab of the project
• in the Project management block inside Planning
• in documents
• in analytics and financial report filters

Role display settings

This block displays all roles created in the Staff database.

Each role includes:

• an enable checkbox
• a default employee selector

Role checkbox

If the checkbox is enabled:

• the role will automatically appear in all new projects

If the checkbox is disabled:

• the role will not be added by default
• but it can still be manually added inside the project

Important:

• all roles can be disabled
• in this case, new projects will be created without responsible persons

Default employee

For each role, you can:

• select a specific employee
• or choose the project creator

When a new project is created, the selected employee will automatically be assigned to the corresponding role.

Important:

• a role cannot exist without an assigned employee

Role order

The order of roles inside projects is determined by the order in:

Staff database → Options → Roles

The order cannot be changed in the global settings.

Automatically adding roles to Planning

At the bottom of the settings block there is an additional checkbox responsible for automatically adding responsible persons to:

Planning → Project management

If the option is enabled:

• all roles from the Information tab are automatically added to Project management
• if a new role with an assigned employee is later added to the project, it will also automatically appear in Planning

Important:

• only the employee is added automatically
• rates and percentages need to be configured manually
• by default, the “fixed amount” option will be selected for new entries

Applying the settings

Changes apply:

• only to new projects
• after saving the settings

Existing projects are not modified.

Key concepts

Roles, Project, Responsible persons, Project management, Planning, Staff, Global settings, Project information, Manager, Foreman