ROC-P uses "Attributes" to assign certain qualities or tags to a person’s account, thereby determining if they are eligible for certain functions, and to help track progress through a process.
- To create a new attribute, navigate to Settings > General > Attributes > Add.
- Users will not see which attributes they have assigned to them.
- Attributes can be moved to appear in a particular order using the || icon in the listing.
- Delete attributes using the red Delete button. Only attributes with no assigned users can be deleted, so if you want to remove one, you’ll need to unassign the attribute from its associated users.
Please Note: You can have up to 63 active attributes at one time within your account.
If you have any questions regarding this process, please open a support ticket or reach out to support@roc-p.com and we will be happy to help!