Roles are attached to people who are associated with a company so for example and I look at Grace Senior living here. I go to people.
We can see Stacy Martin, Bill Murray, Jill Moneymaker and John Doe. We can see each person's role within the company. Intake, maintenance, CFO and intake. This is what we’re looking to customize.
in order to do that we will go to owner settings System settings
and will switch to company role.
We can see a list of all the company roles that are currently defined in the system. It is an extensive list. I can click on the show in active to see any that are inactive in the system. Currently, there aren’t any that are inactiveI can edit an existing record. I could deactivate a record or I can create a whole new role
Any changes I make to these roles that exist will update any of the current instances that use that role and that is how you update deactivate and add new company roles.