Role categories are used to segment participants into similar groupings. For example it could be experts or service providers.
- Go to Launchpad > Modeller > Participants > Participant Roles
- The system will display a list of participant roles. Select the Role Categories button at the top right hand side of the screen
- The Role Categories screen is displayed listing all the role categories within the application
- Click on the Add button at the top of the screen to add a new category
- The screen will provide you with fields to enter a System Name and Name for your new category. Then use the green save button to save.
- You can edit a role category by clicking the pencil icon. You can delete a role category by clicking the trash icon but you can only delete a role category that is not in use.
Review
You can now successfully add and remove role categories