What is a Role?
A Role represents a person's function, position, assignment, or responsibility within a Project. A Role could describe someone's job, their participation in a production, their assignment on a team, or a casted role.
Roles are created within a Project and cannot exist independently of a Project.
For example, a Project might have Roles such as:
- Director
- Stage Manager
- Lighting Designer
- Volunteer
- Actor
- Box Office
- Usher
A Role can be assigned to one or more People, depending on the needs of the Project. You can name a Role anything you want so feel free to get creative with your organization preferences. Keep in mind you have Groups as another organizational layer of Roles.
How to Create a Role
- From the Project Landing Page, select the Project Poster.
- Scroll down to Management Features.
- Select Roles. You'll go to the Roles page.
- In the upper-right corner of the Roles page, select + Add Role.
- Enter the name of the Role in the field that appears.
Roles save automatically as they are created.
How to Assign People to a Role
You can assign People to a Role when you create it or at any time afterward.
- Select People next to the Role. This will open the Secondary Filter.
- Select one or more People to assign to that Role.
Multiple People can be assigned to the same Role. This can be useful when several people share the same responsibility, such as volunteers, ushers, or understudies (which we call alternates).
If you don't see someone you need to assign, invite them to join CUR8!
Manage Roles
Once Roles have been created, you can:
- Assign or Change People's Role Assignments
- Delete a Role: Select the trash can next to a Role to delete it.
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Eyeball Icon will Hide a Role:
- Make a Role invisible to everyone except Admins and Project Managers.
- This can be useful when a Role needs to be maintained internally but should not be visible to other People connected to the Project.
-
Reorder Roles:
- Select and drag the six-dot icon to the left of a Role to change its position.
- This can be useful when you want Roles to appear in a specific order in the Digital Program or prioritize certain Roles.
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Expand All:
- Select Expand All in the upper-right corner to see all People assigned to each Role.
- This is especially helpful when multiple People are assigned to the same Role or when you want to quickly see which Roles do have have any People assigned to them.
Assign People to Existing Scheduled Items
The Wizard can be used when you need to add someone to a Role after scheduled items have already been created on the Calendar.
For example, if a new person takes over a Role after the Project's schedule has already been created, the Wizard can add that person to the Role and provide them with the same scheduled item updates associated with that Role.
What are Groups?
Groups are collections of Roles that provide an organizational layer, helping you organize related Roles into logical categories while keeping each Role separate and individually assignable.
If you use an MTI template for your project, Roles and Groups are already be included in the Project and you can add more of your own.
If you are not working from an MTI template, you can create your own Roles and Groups based on the needs of your organization. You can name Groups based on your unique organization. This gives you the flexibility to structure your Project in the way that works best for your organization.