Adding and Assigning a Role on your Canvas

Roles, available to enterprise users who are using a workspace, allow you to assign team members to positions on a canvas.

As a workspace team member, you can add available roles to your canvas. This requires them to exist in your workspace settings (accessible only by workspace admins) at the time.

For more information about your workspace settings, see: Creating and Managing Roles in Workspaces

How

To add available roles to your canvas, click Insert - Role Field:

Now select the role(s) you want to add to your canvas and click Add to Canvas:

While a role can be added to a ruum once, multiple references can be displayed on the canvas. All references to this role will have the same assignees.

As an example, our Manager role has been added to our canvas twice and automatically has the same assignee:

Related Articles

Still looking for help? Try these articles:

Creating and Managing Roles in Workspaces

Understanding Workspaces

Inviting a Team Member to your Workspace