Selecting Roles

This section describes how to select roles.
A role represents the position or function that is assigned to a specific group of users.
Example:

  • Manager Role
  • Role of new product development team

If users are allowed to use roles by the system administrator, users can select roles in the following settings.

  • "Shared with" users of the appointment
  • Select space members and administrators
  • Specify recipients using "@Mention"
    Users can specify roles as recipients of comments.
    For details, refer to the Working with Mentions.

This section describes how to select roles for "Share with" as an example.
You can specify "Shared with" users in appointments in Garoon version 5.9.0 or later.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. Click the item to add appointments.

    Image of an action link for adding appointments

  4. Click Add of "Shared with" items in the "New appointment" screen.

    Image of the link to set Shared with users

  5. Click select from all organizations in the "Shared with" field.

    Image of the icon to select from all organizations

  6. On the "Select users, organizations, or roles" screen, click Role.

    Screenshot: Role button is highlighted

  7. Select the roles and users you want, and then click "Add".

    "Select users, organizations, or roles" screen

  8. Confirm your settings and click "Apply".