Define roles for resources

Path: Resource > General > Roles

1. In the Resource component, select the necessary resource.
2. Go to General>Roles.
3. To add a new role for a resource, click the Add New tab.
4. Complete the fields as appropriate for your agency.
5. Click the Add New tab for each additional role for your resource and complete necessary information for each.
6. To edit existing resource roles, click the necessary tab and make the appropriate changes.
   1. Important: If you are changing such information as team or branch, the system notifies you that you have changed data that affect current accrual accounting reports. After saving your edits, you need to run the Recalculate Accrual Accounting utility in Administration>Maintenance to reflect your recent changes.
   2. You cannot delete roles for the resources. If you do not want to use the existing role, you can deactivate the role and it will not be available for further use during visits scheduling.
7. Save your changes.