Design the role before configuring it
An employee is easier to direct when it has a recognisable responsibility. ‘Prepare sales documentation’ defines a role better than ‘do everything the business needs’. Specify what it receives, produces, collaborates on and when it should ask you.
The employee profile brings together Profile, Schedule, Functions and Email. You can personalise its name and avatar for easy recognition. You can also select from models available to your account; the visible list is the current reference for access.
Complete the profile
- Create an employee from the conversation or Team panel.
- Give it a recognisable name and describe its responsibilities with examples of expected results.
- Review its schedule and model for the task and options available in your workspace.
- Configure the mailboxes the role needs and review their permissions separately.
- Save and reopen the profile to check the details. Send a small first task to confirm the instructions are clear.
Useful instructions in practice
For an administrative employee: ‘Draft quotations using the rates I provide. Identify incomplete information and deliver the document for review. Ask before committing to a date or changing a commercial condition.’ Instructions provide context; permissions determine authorised actions.
If the role accumulates different kinds of work, you can add assistants and link them to a lead employee. Creation is subject to the account's current allowance. Choose an organisation you can supervise, and expand it after checking each role's work.