You can modify the roles that are available for client, event, and opportunity coverage groups.
To add coverage roles to a coverage group:
- Navigate to the Coverage page and select the Coverage Roles tab.
- Select the Client Coverage Roles, Event Coverage Roles, or Opportunity Coverage Roles subtab.
Click the Select button .
The Select Role dialog opens.
- In the list on the left, select roles to add to the coverage group, then click Add. The roles are moved to the list on the right.
To restrict a role to only one user in a coverage group, select the Unique checkbox beside a role. For example, if you want allow users to be able to assign one manager role and multiple advisor roles to a coverage group, then make the manager role unique.
Click OK. The Select Role dialog closes.
You have added coverage roles to a coverage group.
Customizing enumerations