Creating a New Callout Role
Users with a callout role are a point of contact for specific tasks and/or events.
Tip: At least one permission must be set for the role to be valid and active.
- Click Users on the left navigation pane.
- Click the Roles tab.
- Expand the Callout Role option.
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Click Add Callout Role.
The Add Callout Role page displays.
- Enter a descriptive Role Name for the callout role.
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If the default Organization displayed is not the correct one, click x at the end of the field then find and select the correct organization.
The organization associated for a role cannot be changed once the role is created. You can have the same role associated with different organizations, as needed.
- Enter a descriptive Name for the callout role.
- Click Create.