Understanding and allocating Job Roles

To view, edit, and amend ‘Job Roles’, navigate to Staff>Job Roles

Here you will see a pre-populated list of Job Roles that Practice Index has produced. 

All staff are automatically assigned the 'All staff' job role when added to your HUB account. This is a built-in job role, and staff cannot be edited. However, you can edit the ‘Courses’ that have been pre-populated to this ‘Job Role’. 

When adding your staff members to your HUB account, you can assign them additional Job Roles from our pre-populated list, or you can add your own. 

Create Your Own Job Role

Actions ‘+Add job role’

Give your Job Role a name. 

This step is mandatory; you cannot process unless this has been filled in.

You can add members to this Job Role. 

You can utilise the drop-down to generate a list of all active staff members added to your HUB account.