This article is for Admin or Owner users only.

Roles are used to categorize or label the team members involved in a customer's journey. Team members may include technicians, trainers, stylists, and represent the people who perform the work or services for your customers. Like custom fields and other data attached to your customer and their jobs or projects, team members and roles are used to filter your feedback in reports.

Roles appear in the Filters side panel of your Feedback page below the custom fields.

Any team member added to the Account>Team page will appear in the dropdown for each role, so if someone is missing, consider adding them as a team member. Selecting a value will filter your results to feedback/jobs that contain team data matching the role and with that specific team member's name in that role. For example, if you filter Sales person to "Patricia," you will see all feedback where Patricia is listed as the Sales person.

Create, Edit, or Delete Roles

1. Log in at my.listen360.com
2. Navigate to Account>Roles
3. Click the Rename or Delete buttons on an existing role, or click Add new role at the top of the page
4. Enter the role name and click Save