Manage roles

Create new roles

Go to Roles > Manage Roles.
Click Actions.
Select Add Role.
Add information, configure permissions, and optionally add ramp or productivity profiles.
Once the role is configured, click Save.

Configure the role information and permissions from the Information tab.

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 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	Select an end date where the role will no longer be available and users assigned to the role will automatically be unassigned. Note This field is optional. 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	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. Note This field is optional. Select an option if the role type is commission based.
Export this Role	Select to make the role available for export to an external system.

In the Permission section, expand each module.
From the Access Type column, click on the access type and select the appropriate option from the dropdown.

Edit

Retire

Recalculate Ramp Profile

Audit Logs

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

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

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

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

Select Audit Logs.
View the audit logs tabular report for the role.
Click the Event Subscription tab, if you want to view or set up emails to inform you of when things have changed in roles.
Click Add.

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.

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