Templated Roles

Authors

ProcessFast

Created

01/06/2020

Modified

09/08/2021

What Are Templated Roles?

Templated roles are a quick and easy way to deploy dashboards and information to one or more individuals that have similar job functions. They are a pre-packaged grouping of reports that would be useful to someone performing the job functions the correspond to the name of the templated role chosen. For instance, a “Closing Manager” templated role come pre-packaged with all of the reports that someone peforming the job duties of a Title Agency Closing Manager would need to do their job in the most efficient and effective manner.

What Templated Roles Do You Have Available?

To be filled in.