01. Create role

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1. Click the button Create role.
   
2. Fill out the form:
   
   
   1. Under Competence Type you may change your selection from Role to Competence or Competence group.
   2. Give the item a name. This field is mandatory. If you use multiple languages on the portal, you must fill out the name in all languages.
   3. Fill in an optional description.

You now have two options:

1. Click Save to manually configure the new item.
2. Click Start wizard to go through a wizard to configure the item.

Read more about the two options here.

The wizard for creating a new role

The wizard shows you the possible settings and actions for creating a role, and consists of the following optional steps (you can skip the steps you do not wish to complete by clicking Next):

1. Details: Fill out the form with type, name and description. This is already done when you start the wizard, so you may go directly to step 2:
2. Categories: Select the categories you would like to add. You can also choose not to add any by not selecting any.
3. Properties: Select the properties you want to include.
4. Notifications: Select the type of notifications you want to create for the role. Read more about notifications here.
5. Define requirements: Here you can define which competence groups and competences are required for the role. To find the relevant competence groups and competences, you have the following options:
   1. Search for name or description
   2. Filter on competence type and search.
      Tip: To view only competence groups, choose competence groups in the drop-down menu and click Search without entering anything in the search field. You will then see all competence groups on your portal.
   3. Get info on an item by clicking on the Info icon
   4. See the items you have selected by clicking the Selected competencies link. Click on List to go back to the list of available items.
   5. Filter on competence type and search:
      Tip: To view only competence groups, choose competence groups in the drop-down menu and click Search without entering anything in the search field. You will then see all competence groups on your portal.
   6. Get info on an item by clicking on the Info icon.
   7. See the items you have selected by clicking the Selected competences link. Click on List to go back to the list of available items.
6. Click Finish to create the role and go to the role overview page.

For portals that use competence priority, priority can be set on the tab Details.