Customer and project roles

Customer and project roles can be used to control exactly which employees can view work orders related to a customer or project. This is useful, for example, when a customer has different people for payroll and accounting and you want both of them to see only the tasks that belong to them.

1. Enable roles

Customer and project roles can be found in Koho's Settings → Users → Customer roles tab.

N.B! If the tab is not visible, the function is not yet enabled. Contact Customer Service: asiakaspalvelu@kohosales.com

2. Add a new role

• Press the + Add button to add a new role.

• Select the Portal field if you want the role to be visible on the portal as well.

3. Assign roles to workers

To add roles, follow these steps:

On the customer form:

• Go to the Contact and Responsibilities tab.

• Add a role to the Role column for the worker.

On the project form:

• Go to the Participants tab.

• Add the role to the person in charge in the same way.

4. Assign roles using the Responsibilities matrix

Multiple roles can be easily managed on the Customers → Responsibilities tab.

1. Select "By role" and/or Projects as the Limitation criteria, and you will see the customer- and project-specific roles.

2. Press + on the customer or project line to add the person role.

3. In the window that opens, select:

   • Employee

   • The role that is assigned to him

N.B! If a worker isn't previously assigned as a manager, they're automatically added.

5. Utilizing roles in work orders

Roles can be used to limit to whom work orders are copied:

• In the work order template, go to the Employees section (found in the Projects section)

• Set a condition to copy Työmääräys only to people in a specific role

For example: If you select "Accountant" as the role, only the customer's responsible persons with that role will receive a copy of the work order on the time entry side.

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