🕰️ Est. Time: 5 minutes
🎯 Goal: Learn how to create, assign, and manage roles
🔑 Requirements: Access to team member profiles and rate cards
Understanding roles
Roles are what your team member does in the company and have an associated billable rate. Make sure your team member has a role so you can include them on your Rate Cards. For example, Designer, Account Manager, or Project Manager are typical roles.
When you plan by role, you are mapping tasks to the skills needed, leaving you the flexibility to assign specific team members later.
How to create roles
Creating roles is easy. Either follow the short video or the written steps below.
Open master settings
Open master settings
First, head to Settings, then click Roles under Master Settings.
Click create
Click create
In the top right corner, hit that Create button.
Select the role
Select the role
Select Role from the list of options.
Name the role
Name the role
A new role will appear in your list. Give it a name—like Designer, Account Manager, or Project Manager.
Set the billable rate
Set the billable rate
For each of your Rate Cards, enter the billable rate for this role.
Roles are now ready for use across your account.
Updating a team member's role
When you add a new team member, you'll be asked to assign them a role. But if you ever need to change it, say they’ve been promoted, here’s how to do it.
Go to the team members profile
Go to the team members profile
First, let’s head to the team member's profile. You’ll find this in Settings > Account Settings > Team Members and choose the relevant team member.
Update their role
Update their role
In the Role section, choose their new role. You might also want to update their cost rate if their pay has changed.
Their role is now updated in Streamtime.
ℹ️ Any work already assigned to and logged against the individual will still reflect their old billable rate. The new rate will apply only to work planned and logged from now on.
Assigning roles to items
Assigning a role to an item lets you plan jobs based on the required skills rather than a specific person. This allows you to plan out your project and estimate the necessary work before you know exactly who will be available.
In the item’s details section, click on Team Member
In the item’s details section, click on Team Member
Select the appropriate role e.g. Designer
Select the appropriate role e.g. Designer
Adjust the estimated hours as needed
Adjust the estimated hours as needed
For more on using roles to plan your jobs check out our guide to role planning.
Pricing by role
Roles have associated rates that are set on your rate card. When you assign hours to a role, the project will automatically use this rate to calculate costs. You can adjust the rate per job if necessary, and Streamtime will indicate whether your rate is higher or lower than your rate card, making pricing adjustments easier.
Next steps
Now that you’ve learned about roles in Streamtime, it’s time to put them into practice. Create a role, assign it to a task, and generate a quote with a role summary. For further reading, check out this article on rate cards.