(Estimated time: 2 min)

Once you've configured your CRM, you’ll also be able to manage the roles of your organization’s members :

1. First, go to the settings tab in your profile:

1. Once in the profile settings, navigate to the "organization" tab in the menu, then click on "members":

1. Next, select "roles" from the horizontal menu. You’ll be able to choose between generating default roles or creating your own custom roles by chosing which features each member can access :

Create roles for organization members

Manually create the roles to assign

Example of default generated roles

1. To assign a role or a group to a contact, you just have to select the “members” icon in the horizontal tab, choose the contact and click on the three dots next to their contact :

1. And that’s it! You can now save time by assigning tasks to organization members based on their roles.