---
title: "Manage roles"
slug: "viewing-and-managing-roles"
description: "Configure roles, ramp profiles, and productivity profiles."
updated: 2025-12-29T20:31:02Z
published: 2025-12-29T20:31:02Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage roles

## Create new roles

1. Go to **Roles > Manage Roles.**
2. Click **Actions**.
3. Select **Add Role**.
4. Add [information and configure permissions](/v1/docs/viewing-and-managing-roles#add-information-and-configure-permissions).
5. Optional. Add [ramp](/v1/docs/manage-ramp-profiles) or [productivity profiles](/v1/docs/manage-productivity-profiles#create-a-productivity-profile).
6. Once the role is configured, click **Save**.

### Add information and configure permissions

Configure the role information and permissions from the **Information**tab.

1. In the **Information**section complete the following fields, as needed:

| Field | Description |
| --- | --- |
| **Name** | Type the name of the new role. |
| **Description** | Type a brief description of the purpose of the role. |
| **Start Date** | Select the date the role was first active. > [!NOTE] > Note > > If the role is an existing role in your organization, select start date a year or more retroactively. It is important to set the date retroactively as they can impact targets. |
| **End Date** | Optional. Select an end date where the role will no longer be available and users assigned to the role will automatically be unassigned. > [!NOTE] > Note > > Only select a date if the role is meant to be temporary or is no longer needed by a certain date. Majority of roles are meant to be indefinite in the system and are not configured with an end date. |
| **Type** | From the dropdown, select the appropriate option: - **Non-Commission:** The role involves the sales process but not paid a commission. - **Commission:** The role is paid commissions. - **Support:** The role is non-commission based and provides a support service. |
| **Commission Type** | Optional. From the dropdown, select one of the following to indicate the commission type, if needed: - **Split:**The total commission is split between users assigned the role. - **Overlay:** Bonus commission generally given to managers or team leaders. |
| **Export this Role** | Select to make the role available for export to an external system. |
2. In the **Permission**section, expand each module.
3. From the **Access Type**column, click the access type and select the appropriate option from the dropdown.![Example of configuring each access type.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/B61D5E64-5981-4576-83F7-E5454D379167.GIF)

## Manage existing roles

1. Go to **Roles > Manage Roles.**
2. Find the role you want manage.
3. Click the **menu ⋮** and complete the following processes, as needed:

EditRetireRecalculate Ramp ProfileAudit Logs

1. Select **Edit**.
2. Make changes to the role information, permissions, ramp profiles, and productivity profiles, as needed.
3. Click **Save**.

1. Select **Retire**.
2. In the **Last Effective Date** field, select the last day that you want the role to be available.
3. Click **Confirm**.

1. Select **Recalculate Ramp Profile**.
2. Select one or more time periods for which you want to recalculate the ramp profile.
3. From the **Ramp Profile**dropdown, select the ramp profile you want to recalculate.
4. Click **Confirm**.

Audit logs display changes that have been made to the role.

1. Select **Audit Logs**.
2. View the audit logs tabular report for the role.
3. Click the **Event Subscription** tab, if you want to view or set up emails to inform you of when things have changed in roles.
4. Click **Add**.
5. Complete the following fields to create a new subscription:

| Field | Description |
| --- | --- |
| **Protocol** | Select if you want to receive the notification over **Email** or **Https**. |
| **Endpoint** | Type the endpoint required for the protocol. |
| **Topics** | From the dropdown, select topics to include in the notification. |
| **Sub Topics** | From the dropdown, select sub topics to include in the notification. |
6. Click **Save**.

## Export roles

Download a `.csv` file that contains information on all the roles configured in your Fullcast instance.

1. Click **Actions**.
2. Select **Export**.

![Export Roles option highlighted from the Actions menu.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(276).png)
3. Save the file to your computer.