Roles and Role Types

Roles in BoogieBoard represent the job functions or titles that are responsible for owning and relating to accounts within a territory such as Account Executive, Customer Success Manager, or Solutions Engineer.

The three types of roles:

  1. A Territory Owner is the role that will be responsible for the territory and account ownership. Each Territory Owner will receive their own distinct territory or book of business.
  2. Supporting Roles are part of a sales team. They will not have territories or books created for them, rather they will be assigned to specific territories or business units.
  3. Managers oversee groups of territories or groups of managers. They have their own specific views and reporting inside BoogieBoard.

Create a Role in the Scenario

Navigate to the Roles tab in the top scenario navigation bar. This will direct you to the scenario Roles menu.

roles_nav.png

Select the “Create Role” button to be taken to the role definition screen.

For the purposes of this guide, give the role the name ”Account Executive” and select the role type “Territory Owner” from the dropdown list.

Once the role is defined, we will begin modeling our our sales organization via our Territory Model.

                                             [More on Roles here →](<https://docs.boogieboard.ai/Role-Types-2808ec86aecb8092abdaf6a2ee8e16a1>)

roles_creation_menu.png