In ProPlanner, you can manage roles efficiently for users across multiple company groups and pools. This is done via the "Roles" tile on the user record.

How does it work?

• Open the user record and click on the Roles tile.
• Select the desired role from the dropdown menu.
• Select one or more company groups and/or pools to which this role applies.
• Click on + Add.
• Confirm by saving (or save and close).

Advantages:

• Faster management: You don't need to add the role separately for each company group or pool.
• Flexibility: Multiple company groups or pools can be selected in one action.