> ## Documentation Index
> Fetch the complete documentation index at: https://support.dripos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Roles

> Create different roles to assign to employees

Roles must be created first, before adding an employee to the system.

## Create a Role

<Steps>
  <Step title="Add Role">
    On the **Web Dashboard** click **Team** > **My Team** > **Roles** > **Add Role**
  </Step>

  <Step title="Enter Basic Information">
    <Frame>
      <img src="https://mintcdn.com/frostbytetechnologiesinc/AXZohNyAn9xXMPmn/team/images/setup-roles.png?fit=max&auto=format&n=AXZohNyAn9xXMPmn&q=85&s=cee6f47fcb1eaa5685d15be3bf981789" width="2802" height="1040" data-path="team/images/setup-roles.png" />
    </Frame>

    <AccordionGroup>
      <Accordion title="Role Name">
        **Examples:** Barista, Cashier, Manager, Line Cook
      </Accordion>

      <Accordion title="Color">
        Assign a color for this role on the scheduler
      </Accordion>

      <Accordion title="Tips Disabled">
        **No**: Employees clock in with this role will be included in the tipping pool

        **Yes**: Employees clock in with this role will **not** be included in the tipping pool
      </Accordion>

      <Accordion title="Notification of Trade and Time Off Requests">
        Employees with this role will receive notifications for **all** trade and time off requests placed. This setting is mainly for Owner or Manager roles.

        Select **No** for trade and time off request notifications **not** to be sent to employees with this role
      </Accordion>

      <Accordion title="Notify of Late Clock Ins">
        Employees with this role will receive notifications for **all** late clock ins. This setting is mainly for Owner or Manager roles.

        Select **No** for late clock in notifications **not** to be sent to employees with this role
      </Accordion>

      <Accordion title="Notify of Upcoming Shifts">
        Employees with this role will receive Hub app push notifications for upcoming shifts within the next 2 hours.

        Select **No** for Hub app notifications **not** to be sent to employees with this role
      </Accordion>

      <Accordion title="Notify of Up For Grabs Shifts">
        <Tip> The role must be created before this setting is visible. **Create** role > **Edit** role to see this option. </Tip>
        Employees with this role will receive notifications when a shift is put up for grabs.

        Select **No** for up for grab shift notifications **not** to be sent to employees with this role
      </Accordion>

      <Accordion title="Notify of Claimed Up For Grabs Shifts">
        Employees with this role will receive notifications when an up for grabs shift is claimed and needs approval. This setting is mainly for Owner or Manager roles.

        Select **No** for claimed up for grab shift notifications **not** to be sent to employees with this role
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Set Role Permissions">
    <Note>
      This is an optional step in the role creation process, and can always be modified after the role has been created.
    </Note>

    See [here](/team/setup/setup-permissions) for more information on permissions.
  </Step>

  <Step title="Determine Pay Rates">
    Click **Add Pay Rate** to set the default pay rate for employees with this role.
    <Tip>Multiple rates are allowed and a default can be select within an employee's profile if applicable.</Tip>

    <Frame>
      <img src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/role3.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=d86c92650bca0a7548427254bbcc62c6" width="2858" height="1064" data-path="images/Team mgmt/role3.png" />
    </Frame>

    <Frame>
      <img width="400" src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/rate6.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=2b0fc9eebb93dcfb6eb72759bd575b60" data-path="images/Team mgmt/rate6.png" />
    </Frame>

    <Accordion title="Rate Type">
      **Hourly**: Dollar amount earned per hour clocked in with this role

      **Time Range**: Hourly rate to pay employees during a specifically time during the day

      *(Example: employees in this role working the morning rush from 6AM-8AM are paid a rate that is 1.5x higher than the typically hourly rate)*

      <Frame>
        <img width="400" src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/role4.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=ed9e43b45b11b1b35f3d7a15775e19d3" data-path="images/Team mgmt/role4.png" />
      </Frame>
    </Accordion>
  </Step>
</Steps>

***

## Edit a Role

Edit an existing role and its components at any time

On the **Web Dashboard** click **Team** > **My Team** > **Roles** > **Edit** a role

<Frame>
  <Tabs>
    <Tab title="Edit Information">
      Click the **Edit Information** button to edit the basic role information.

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/edit1.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=a3ecf2b975c4a790414f013fc3522aac" width="2826" height="1074" data-path="images/Team mgmt/edit1.png" />
      </Frame>
    </Tab>

    <Tab title="Add and Remove Employees">
      Add employees to this role by clicking **Add Employee**

      Remove a roll by clicking **View** on the employee > scroll to the bottom of their employee page to **Roles** > **Edit** role > **Remove**

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/edit2.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=ef3d885650047fdf7a9b067bb94f5ecb" width="2840" height="1432" data-path="images/Team mgmt/edit2.png" />
      </Frame>
    </Tab>

    <Tab title="Permissions">
      See [here](/team/setup/setup-permissions) for more information on permissions.
    </Tab>

    <Tab title="Pay Rates">
      Add another pay rate to this role by clicking **Add Pay Rate**

      Edit an existing pay rate by clicking **Edit** and alter the fields as needed > **Save**

      Remove a pay rate from this role by clicking **Edit** > **Delete**

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/edit3.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=df7585794e3ccced8e993d60e6f1030d" width="2844" height="1424" data-path="images/Team mgmt/edit3.png" />
      </Frame>
    </Tab>

    <Tab title="Delete Role">
      To delete a role, click **Actions** > **Delete Role**

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/aYSIunkE6wJOUCy1/images/Team%20mgmt/edit5.png?fit=max&auto=format&n=aYSIunkE6wJOUCy1&q=85&s=a01f4b0461c70df59981b0ea4d3086b1" width="2818" height="1092" data-path="images/Team mgmt/edit5.png" />
      </Frame>
    </Tab>
  </Tabs>
</Frame>
