I pleaded for this almost a year ago and we are still in the same place. Please make this happen. Is there a way for me to use all my 1000 votes on this?

Wow! Still no action on this. What will it take to get this done?

This was suggested almost five years ago. Is this an indication on how long it takes to implement new features with Redtail? That is discouraging. I don't see a downside to doing this and there is a lot of support for it. Please put the team on it and lets get it done. What am I missing?

This would be incredibly helpful to our office. Please consider adding this change!

This would be extremely helpful!

PLEASE add this!

Please make this change so we can customize/add roles to match our office setup!

PLEASE consider! We use roles rather than user names...we'd like to have an Operations Manager or Operations role and a Marketing role. Love the idea of CSA 1 or CSA 2, also

This is much needed for our workplace! please consider!

Is this going to be added?

Wow - My team and I have been talking about how much we wish we had this. Great idea!

Absolutely. This would be very helpful for our organization.

Yes! This would make workflows vastly more efficient.

Would like to assign custom roles for firms to adapt redtail into their structure. For example Paraplanner may be in charge of scheduling workflow steps while an associate advisor would be the ones assigned to run meetings and so forth. Also this could include outside roles like billing roles for certain clients with special circumstances, etc.

Summary - Ability to create custom roles to add to the default Associate Advisor, Advisor, and CSA roles.

I see that this has been a comment from 2017. Has there been any headway on this? We have more than 3 roles here at the firm and I have one person who is dual roled currently but we are hiring and I would like to add more roles.

for example "CSA 2"

It would be great if there were more than 3 roles. Better yet to be able to rename the current roles and add new ones. Generally speak successful teams have more than 3 team members on an account. As a best practice it would be beneficial to not have to assign workflows to individuals to perform a work around on the limited number of roles available, but to the actual roles.

Ability to add user-defined Roles for other positions in the firm. This allows workflows to be created for not only client/prospect related services, but also for management of the entire firm - one-stop shop and efficiency. For example, the CEO, CFO, and CCO would each have respective workflows particular to their functions. Having all workflows in one place would create efficiency.

I am the Advisor, I have an Assoc Advisor and a Client Service person on staff. I also have a ParaPlanner who does all my basic planning work. I also have a Marketing person on staff.

It would be very helpful to have the ability to add additional Roles, other than just Advisor, Assoc Advisor, CSA