Job Roles describe the positions or duties people have in an organisation — for example, Supervisor, Operator, Painter, Roofer. Admins and Managers create and manage Job Roles in the Teams & Users area.
Similar to User Groups, these can be used to assign Forms, Resources and Tasks to multiple people.
Finding Job Roles
Open the Admin Console
Navigate to Teams & Users
Select the Job Roles tab
The Job Roles table shows one row per role, with the following columns:
Column | Description |
Job Role Name | The name of the role |
Description | A short description of the role |
People Count | How many people are currently assigned to that role |
Actions | Options to view people, edit, add people, and delete |
You can use the search box to find roles by name or description. Use Refresh to reload the list, and pagination controls to move between pages.
Creating a Job Role
Select Add Job Role
Enter a Name and Description
Select Save
Note: The name is required. Names must be unique — the system is case-insensitive, so "Supervisor" and "supervisor" are treated as the same. Keep names clear so admins and frontline users can easily identify the right role.
Managing an Existing Job Role
Each role has an Actions menu. Select the relevant option from the table below:
Action | What it does |
View People | Opens the People screen filtered to show only people in that role |
Edit | Update the role's name or description |
Add People | Assign one or more people to the role — only shows people not already assigned |
Delete | Removes the role — you will be asked to confirm first |
Note: Some roles created at a higher admin level may have edit or delete disabled. Contact an organisation or group admin to make changes to these roles.
Note: Deleting a Job Role will remove any associated access and task assignments. Do this carefully and as part of a planned clean-up.
Bulk Actions
To select multiple roles, use the checkboxes beside each row, or hold Shift, Command, or Control while selecting. A bulk actions bar will appear once at least one role is selected.
Merge Job Roles
Use this to consolidate roles that mean the same thing — for example, "Supervisor" and "Site Supervisor".
Select the roles you want to merge
Select Merge Job Roles from the bulk actions bar
Enter a new unique name for the merged role
Tip: The merged role must have a name that isn't already in use — neither of the original role names will be available. If you're not sure what to call it yet, use a placeholder name and rename it after merging.
Note: Merge may not be available if any selected role was created at a higher admin level.
Bulk Delete
Select the roles you want to delete
Select Bulk Delete from the bulk actions bar
Confirm the deletion when prompted
Note: Bulk delete has the same impact as deleting a single role — associated access and task assignments will be removed. Roles created at a higher admin level may not be available to bulk delete.
Permissions and Troubleshooting
An edit, delete, or merge option is disabled or missing The role was likely created at a higher admin level. Contact someone with organisation or group admin access to action it.
A new role won't save Check that the name field is filled in and that the name isn't already in use. Try a slightly different name if there's a conflict.
People have lost access or tasks appear unassigned A Job Role may have been deleted. Deleting a role removes its associated access and assignments. Check your Job Roles list for any recent deletions.