Roles represent job positions in your firm (e.g. Junior Auditor, Senior Consultant, Partner). They are used as a default billing rate when assigning workflows and logging time, and as a way to group team members in reports.

  1. Open Settings > Roles.
  2. Click Add Role.
  3. Enter a role name (e.g. "Senior Auditor").
  4. Optionally set a default billing rate and currency for this role.
  5. Click Save.

Existing team members assigned to this role automatically inherit the rate unless they have a per-user override (Settings > Users > Billing rate override).

To edit a role, click its name. Changing the default rate affects new time entries from then on — historical entries keep the rate they were logged with.

Tip: Roles are also reflected in the Member Utilization and Team Workload reports, making it easy to compare productivity across positions.