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

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

    Image of an action link for setting watchers

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

    Image of the icon to select from all organizations

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

    Image of the "Role" tab

  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".