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.

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

This section describes how to select roles for watchers.

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 enclosed in a red frame

  4. On the screen for adding appointments, select "Set private watchers" in the "Visibility" field.

    Image of an action link for setting watchers enclosed in a red frame

  5. Click the item to select from all organizations in the "Watchers" field.

    Image of the icon to select from all organizations enclosed in a red frame

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

    Image of the "Role" tab enclosed in a red frame

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

    "Select users, organizations, or roles" screen

  8. Confirm your settings and click "Apply".