Create a single role type.

Use the Single role type for a role filled by one individual.  

In this example, we are going to add a Single subordinate Bookkeeper role in the Finance Department.

1. Open the org chart where you wish to add a Single role.
2. Hover your mouse over the role card.
3. Click the bottom plus sign (+) to add a Single subordinate role.           
4. On the New Role screen:
   • Click Single 
   • In the Role Information section -> Role Title field, type the name of the role
   • Click the Enter more information link to customize the role
   • In the Enter Work Location section -> Department field, type the name of the department
   • In the Search People field, do one of the following:
     • Type a name
     • Click the New button to add a new name
     • Select a name from the list that appears 
     • Click Save                   

The Finance Department now has a Single Bookkeeper role.

 

Related Articles

• Different role card types.
• Create a shared role type.
• Create a location role type.
• Create an assistant role type.
• Create a department role type.
• Create a link-to-chart role type.
• How do I add a shared assistant?
• How do I re-assign someone to a different role?

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