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Create and manage Roles
Create and manage Roles

How to create a new Role and make updates at an organisation level.

Matthew Hammett avatar
Written by Matthew Hammett
Updated over a year ago

Roles in Insight are created within an Organisation Business Area and are assigned to Stakeholders. This creates consistency in roles to enable effective reporting.

Note: Care should be taken when deleting Roles as they will typically be connected to a number of Stakeholders.

Pre-requisite: The Business Area associated with the Role must have been created before the Role can be created and assigned. See the help article Create and Manage Business Areas.

Create a new Role

  1. On any screen, go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS

  2. Select Roles

  3. Select CREATE NEW ROLE

  4. Enter the Role name and select the Business Area

  5. Select SAVE.

Update an existing Role

  1. From the Roles screen, select the Ellipsis (...) at the end of the Role you wish to update.

  2. Select EDIT
    ​Note: You can also select the Ellipsis (...) to delete a Role - you will be prompted to ensure no Stakeholders are associated with this Role before deletion, but be aware that you will delete any associated links to Stakeholders when a Role is deleted

  3. Update the Role name or the Business area and select SAVE.

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