Role Designer allows you to customize your organization's workspace for each role on the team to streamline processes, boost data hygiene, and eliminate unnecessary clutter.
Set up role-based shortcuts to workflows like:
MEDDIC, BANT, or any other sales methodology
Converting Leads
Logging Activities
Creating Opportunities, Contacts and Accounts
Handoffs from SDR > AE > CSM
And any others that will help optimize your team's path to success!
Create and Delete Roles
Admins have the ability to create and manage roles in Scratchpad.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Click on any user's role and select ⚙️ Manage Roles
To edit or delete a role, hover over the role and click the pencil or trash can
To create a role, go to the bottom of the list and click + Add Role
Create Shared Tiles and Views in Role Designer
Create Tiles: Standardize the fields entered when creating new records like Opportunities, Accounts, Contacts, etc.
Create Tiles: Standardize the fields entered when creating new records like Opportunities, Accounts, Contacts, etc.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Role Designer under Workspace
Choose the Role you'd like to add a Create Tile for (ex. Account Executive, SDR, CSM)
Choose the Object you'd like to add a Create Tile for (ex. Opportunity, Account, Contact)
Choose Create Tiles as your creation type
Select + Add in the top-right
Within General
Name the Create Tile
Select your desired Owner
Share by Role or Organizationally
Choose the Fields you'd like to include in the Create Tile
Click Save
Update Tiles: Standardize the fields entered when updating records and easily deploy methodologies
Update Tiles: Standardize the fields entered when updating records and easily deploy methodologies
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Role Designer under Workspace
Choose the Role you'd like to add a Update Tile for (ex. Account Executive, SDR, CSM)
Choose the Object you'd like to add a Update Tile for (ex. Opportunity, Account, Contact)
Choose Update Tiles as your creation type
Select + Add in the top-right
Within General
Name the Update Tile
Select your desired Owner
Share by Role or Organizationally
Choose the Fields you'd like to include in the Update Tile
Click Save
Views: Create and share Pipeline Views by Role or Organizationally so everyone is aligned
Views: Create and share Pipeline Views by Role or Organizationally so everyone is aligned
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Role Designer under Workspace
Choose the Role you'd like to add a View for (ex. Account Executive, SDR, CSM)
Choose the Object you'd like to add a View for (ex. Opportunity, Account, Contact)
Choose Views as your creation type
Select + Add in the top-right
Within General
Name the View
Select your desired Owner
Share by Role or Organizationally
Choose the Fields you'd like to include in the View
Set your desired Filters + Highlights
Click Save
Curious to learn more? Book time with a Product Specialist today!