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Status Backlog
Categories Admin Experience
Created by Guest
Created on Oct 2, 2023

Add team roles to Teammate Groups

It would be great to be able to add team roles as a dynamic variable within teammate groups, so they can be referenced in account custom fields for rule-based automations.

A use case would be if you had clients that were assigned to a specific team, where each team consists of the same team structure. By having team roles as a dynamic variable within teammate groups, you wouldn't have to manually change account custom fields for every client affected by an internal team restructure or shuffle, you would only have to do it once within the teammate groups page.

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