People Roles

People roles are the categories used to organize and track the people involved or interested in a case. You can create roles for all kinds of people involved in a case, such as the applicant, owner, primary contact, etc. From the People Roles panel, you can add a new role or view, edit, clone, or remove existing roles. If someone is assigned to multiple roles, they see what’s configured for the first role selected, and any additional fields assigned to a different role at the very bottom.