Default and custom roles
Journey Optimizer B2B Edition includes a set of default roles that are used in roles templates for buying groups. But many organizations require custom roles that they can define according to their business goals and strategies. You can use the Roles list to create your own role definitions that support your buying groups.
Access roles
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On the left navigation, click Buying groups.
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In the Buying groups page, select the Roles tab.
The tab provides an inventory list of all existing roles and displays the following information in column format:
- Name - The role name.
- Type - All roles have a type of
DefaultorCustom. - Created on - For a custom role, the date and time the role was created.
- Created by - For a custom role, the user who created the role.
- Last updated on - For a custom role, the date and time the role was last updated.
- Updated by - For a custom role, the user who last updated the role.
The list displays the default roles at the top:
- Decision Maker
- Influencer
- Practitioner
- Executive Steering Committee
- Champion
- Other
note note NOTE You cannot change or delete the default roles. There is a maximum limit of 20 roles, including default and custom roles.
Create a custom role
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From the Roles tab, click Create Role at the top-right corner.
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In the dialog, enter a unique Name (required) and Description (optional) for the role.
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Click Create.
Manage custom roles
You can manage your custom roles in the Roles tab, which includes editing the role name and description and removing a role from the roles list. Click the More menu icon (…) next to the stages model name and choose Edit or Delete.
