Overview
Setting up team roles in Hona allows you to control which team members pull over from CASEpeer and determine what team member information is visible to your clients as well as allow additional functionality for your notification settings.
Step 1 - Navigate to the Team Roles section in Hona
On the left side bar, navigate to Company Settings --> Team --> Scroll down to Team Roles
Step 2 - Adding Team Roles
CASEpeer doesn't allow you to create custom team roles, you will have set roles that you can choose from to either map into Hona or not. These pull from the "Workers" section in CASEpeer.
If a role is already added under the "Team Roles" section, you can click on that role to edit it. If no roles are added or you would like to add a new one, select the show potential roles button.
Next, select the role you would like to add.
In the pop up window, you will be asked to fill out the following information:
Hona Name - This is the name that will show in Hona and does not to to match your CRM name.
CRM name - This needs to match exactly as it is in CASEpeer, if you would like to map multiple CASEpeer roles into one Hona role you are able to do so by typing it in and then pressing the "Add" button.
Description - The description will show up on the team tab in your clients portal.
Hide from client - If hidden, this role will not be visible to clients. A team member with only hidden roles will be hidden from the client.
Show Phone Number to Client? - If selected, the team member's phone number will be visible to the client when available.
Show Email to Client? - If selected, the team member's email will be visible to the client when available.
Select "Save" and you are all set!
Step 3 - Ensure team members are pulling over correctly
To ensure team members are pulling over correctly, go to a project on the projects dashboard that has "workers" added in CASEpeer, navigate to the "Team" tab and from there you should see your team members listed. If they aren't there and you recently added your team role mapping, you can use the "Actions" drop down menu to sync updates and they should appear.
If you recently added new team members into CASEpeer, you will need to go to the Team tab and Hona and sync them in before they will display.
If there are any additional questions, please reach out to [email protected].