To create a new role for your organization:

  1. Navigate to the Subjects page

  2. Click the Filters button

  3. Click the Add Role link

  4. Add the name of the role

  5. Select the Subjects to associate to the Role

  6. Click Create

Now, any user you assign the new Role to will automatically be assigned the Subjects you've associated to the Role.

You can now filter the Subjects page to show only the Subjects associated to the new Role:

  1. Navigate to the Subjects page

  2. Click the Filters button

  3. Click the Roles dropdown menu and select the Role you want to view

  4. Click Apply

💪 PRO TIP: The order in which the Subjects show up is the order they will appear on the assigned user's My Desk page. Feel free to drag and drop them into the order you want them to appear.

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