Add a practice role

1. Either:
   • From the cog icon on the top menu, select Settings then Configure practice roles. .
   • From the required client record, select the Information tab, then the Practice roles sub-tab. Then select Configure.

   

2. To add a new role, select Create practice role, then enter the role details:

   • Practice role name — Mandatory field; maximum 20 alphanumeric characters, including spaces, single quote, comma, and full stop.
   • Description displayed on the client page — Maximum 80 alphanumeric characters, including spaces, single quote, comma, and full stop.
   • Field reference — Mandatory field; maximum 20 alphanumeric characters, no spaces allowed and all lowercase characters only. Used as placeholder text to include the role in any emails, documents, forms, and so on.
3. Select Save.

Once set up, you can then assign a member of staff to a practice role.