Roles are used to identify customer types for specifiers on projects.
This article will explain how to create a role in SpecSeek.
Requirements:
- User must have Admin access to SpecSeek.
Creating a Role
Open the portal by clicking your user icon in the top-right corner of the page, then select Portal.
The SpecSeek Portal will appear.
Open Line Card Settings, then select the Roles tab.
Click + to add a new role.
The Edit Role page will appear.
Enter a name for the role in Role Name.
| Note: If your SpecSeek is connected to OASIS Online, you can use the Reporting section to map the role to an OASIS customer type. Learn more about connecting SpecSeek and OASIS Online. |
Click Save.
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