Chapters

Roles List View

Role Assignments View

Role History View

Understanding Role Views

BoogieBoard provides three distinct Role Views within each Scenario to help teams manage their role configurations, assignments, and visual territory alignment. These views are accessible from the Roles tab in the Scenario Nav Bar and are designed to support different levels of analysis and interaction, from list management to visual mapping.

Each view serves a specific purpose:

1. Role View – A table-based list of all roles defined in the Scenario. Use this view to manage role metadata, sync with Salesforce, and track usage.
2. Assignments View – A matrix-style interface showing which users are assigned to which roles. Includes bulk assignment tools and stacked role logic.
3. History View – A visual territory map where roles are positioned within the node hierarchy. Enables intuitive assignment, stacking, and team-building via drag-and-drop.

This page will walk through each of these views in detail, outlining their purpose, layout, permissions, and actions available.

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Note: All role views are scoped to the selected Scenario. If your team works with multiple Scenarios (e.g., Draft vs. Active), make sure you’re editing the correct one.

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