Role refers to the role a person plays in a Transaction (usually a title given to someone based on their responsibilities). You can update the Roles in your transactions to meet your team's needs.
Step 1: From your name in the upper right, click Settings and find People.
Step 2: Here you can add roles for Teammates, Collaborators, or Clients.
A pop-up will come up where you can name the Role.
To edit an existing Role, click the Edit Icon next to the name of the role to open the modal. Make your changes and save to close it.
To remove a role, click the "X" delete icon on the right. Be careful not to remove roles that are being used on existing transactions.
Learn more about adding collaborators to transactions.
Learn more about incorporating collaborators in transactions.
Learn more about the Client/ Collaborator view in transactions.