We have a few ways of allocating a role.
Option 1
From the person's profile, click on the menu and select 'Configure Roles'
In the dialog, scroll down to the bottome and select the 'add role' button:
Once you have allocated the correct role and start date, select “Save & Close”
Option 2
From the Organisation tab click on Roles
Find the Role you want to allocate, and click on it
Click on "Configure Role"
Navigate to the People tab, then click on "Add Person"
Add the person to the Role and click Save & Close
What happens next?
The role is now allocated to the person. All associated tasks associated with that role will be allocated to this person.
How do I view all roles in my organisation?