Client Roles

The Roles tab (Figure 1) of the Edit Client drawer allows you to manage client roles and rates. Essentially, by assigning roles to a client, you are establishing a client “rate card”, that can then be leveraged by the projects under that client. In order to edit a client, you must have access to the project and also have the Edit Client permission set on your security role. Often times, roles and corresponding bill rates are defined for a client within a Master Services Agreement or some other contract vehicle. In these circumstances, you may wish to define these roles and rates on a client in Ruddr, such that those roles and rates are established and available to projects created for that client. There are two ways to add client roles to the client:

1. Leverage workspace roles and rates
2. Create roles and assign rates

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Leverage Workspace Roles and Rates

Ruddr provides workspace admins with the ability to define workspace-level Project Roles and Rates within the Custom Data section of Workspace Settings. Once these roles are established, they are available to be used on clients throughout the workspace. Note that a member must have a combination of certain permissions on their security role to leverage workspace roles on a client. This restriction on who can apply workspace roles is due to the sensitivity of established bill rates. In order to use workspace roles on a client, a member’s security role must contain the following permissions:

• Create client
• Access all clients
• Edit all clients this member can access

There are two ways to leverage workspace roles and rates on a client:

1. Link to workspace roles and rates
2. Add workspace roles and rates

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Linking to Workspace Roles

To “link” to workspace roles and rates is to create a linked relationship between the client and the roles and rates established for the workspace. When an workspace administrator links to roles and rates, the following relationship is established:

• Any linked roles and rates on the client are read-only; these are not editable via the client.
• Any changes to the workspace roles and rates will propagate to all clients that are linked to them.

When creating or editing a client via the Edit Client drawer (Figure 1), a workspace admin may choose to “link” to workspace roles. On the Roles tab, clicking the Link to a Workspace Role action item of the Add a Workspace Role button will present a list of workspace-level project roles (Figure 2) established in Custom Data. Selecting one of these roles will add the linked role and the corresponding rate to the client (Figure 3). An additional action is supported, enabling the application of all workspace-level roles/rates to the client. By clicking on the action menu (Figure 4) of the Add a Workspace Role button, a workspace admin can choose to Link to all Workspace Roles, effectively linking the entire rate card for the workspace. Note that all roles that have been linked from the workspace can be deleted from a client, but can not be edited (Figure 5). In a related manner, any changes made to a workspace-level role / rate will propagate down to the client. If you inherit a workspace-defined role / rate, and a workspace administrator changes that role / rate in Custom Data, the role inherited on the client will reflect that change.

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Add a Workspace Role

To “add” a workspace role and rate is to use the predefined role and rate on the client without being linked to the original record. The role and rate can be added to the client and is thereafter editable as part of the client record. When creating or editing a client via the Edit Client drawer (Figure 1), a workspace admin may choose to add workspace roles. On the Roles tab, clicking the Add a Workspace Role button will present a list of workspace-level project roles (Figure 6) established in Custom Data. Selecting one of these roles will add the role and the corresponding rate to the client (Figure 7). An additional action is supported, enabling the addition of all workspace-level roles/rates to the client. By clicking on the action menu (Figure 8) of the Add a Workspace Role button, a workspace admin can choose to Add all Workspace Roles, effectively adding the entire rate card for the workspace.

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Create Client Roles

To create a client role, you will need Edit client permissions on your security role. To create a new role, simply click the + Quick Add button at the bottom of the Client Roles list. This will allow you to type in the name of the new role (Figure 9); optionally select a role practice, location, and / or discipline; set the role as either billable or non-billable; and provide a rate for billable roles. Disciplines are set by your Workspace Admin and they are used to group associated roles together for reporting purposes.

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Delete a Role

A client role can be deleted by using the menu on the right side of the row (Figure 10). If you have Edit client permissions, you can delete a role from the client.