A User Role represents a specific job function a user can perform within the organization—such as Developer, Project Manager, or Consultant. Each user in the system is assigned one Primary Role, which defines their main responsibilities, and may also have multiple Alternate Roles to reflect additional skills or responsibilities they can take on as needed.
Tip: A Role can be used as a placeholder in place of a specific resource when planning or forecasting work. It serves as a substitute for a Generic Resource, allowing project managers to allocate tasks or estimate capacity before assigning named users.
Configure System
Setup System-wide preferences, Security, User Defined Fields and Automation.
Configure Sites
Setup Currency, Holiday and Regional Settings.
Configure Business Units*
Setup Business Units and associate with Projects/Users
Configure Resource Types
Create a Resource Type and setup Overtime Policy as well as Leave Time.
Configure Groups
Setup Work Types, Leave Time, Business Unit Association and Approvers. Manage Members.
Configure Teams*
Setup Teams and Team Members.
Configure Titles*
Configure Roles*
Role Definition, Members and Forecast Rates.
Configure Users
Setup Users. Site and Group Association, Contact, Login Information & Security Profile, Holiday Set, Resource Type Association and Cost & Billing Rules.
Note: * Business Unit, Team, Title and Role Setup are optional.
The article listed here will help guide you through the process of configuring Roles within the application: