Work Roles

Work roles enable users to perform specialized functions, the main one being receiving the Data Receipt report when automated data loaded into the platform. There may also be work roles that are specific to a particular module. Each module will specify what work roles may be required to perform specific functions within that module.

To assign a work role to a Contact, go to Manage > Contacts & Logins, once in the Contacts grid, right click and then click Work Roles.

Click the Create new button.

Select the Work Role you want to assign to the Contact.