Create a Role

Fullcast allows you to create, manage, and assign various types of roles in your go-to-market plans. This article provides a step-by-step overview of how to create roles.

How to Create a New Role in Fullcast

1. Access your Fullcast instance and switch plans if applicable. 
2. Click Manage Roles on the Roles tile. 
3. Click the Add New button on the Roles page. 
4. Name the role and give it a description. 
5. Enter a start date for the role, and, if applicable, an end date. 

Note: Indicate the date when the role commenced within your company. If the role isn’t newly introduced to your organization, it is advisable to retroactively set the start date, ideally a year or more ago. This step is crucial, especially if you are utilizing targets as these dates can affect them. 

6. Select the appropriate type from the Type dropdown menu. 
7. Select the type of commission from the dropdown menu. 
8. Check the box if you want to enable this role for exporting the assignments under this role when the export account team job is running. 
9. Add a new productivity profile if applicable. 

Notes: 

• Applying a productivity profile allows you to factor in ramp time to the role. You can edit the month-by-month breakdown of the ramp schedule. 
• For ramp-based productivity profiles, in the action column, select the edit icon (pencil) to edit the month-by-month percent productivity. For more information, refer to the Create Productivity Profiles article. 

10. Click the Permission tab and set permissions for the role. For more information refer to the Role Permissions article. 
11. Click Save.