# Roles

SwiftCloud

Full page: https://swiftcloud.ai/support/roles

## Business details

- **Phone:** 843.410.9103 (tel:8434109103)
- **Email:** swiftcloudhelp@Gmail.com
- **Website:** https://swiftcloud.ai

Roles - SwiftCloud Support

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Client, Student, Patient – who is your default role?

Roles are critical and easy, once you know where to look and how to use them.

Roles help you…

- **work with Multi-Party e-Sign docs** and forms. Example: Seller then Buyer, Client then You (Vendor), Student then Teacher.
- **Tag Contacts**, so you can group audiences for marketing or filter-views.

#### HOW TO EDIT ROLES:

1. **Option 1: On the setup wizard**, in the pink box ( [e-Sign Setup](https://swiftcrm.com/is/wizard/product/electronic-signature) for example), the system should ask for your default role. This is the most common client-label for your industry. Examples:
  1. Client – for many industries
  2. Patient, if you’re for example a dentist
  3. Student, if you run a school for ninjas
  4. Borrower if you provide loans
  5. NOTE: this could be more than one common role – if you’re a real estate agent, you work with both buyers and sellers. Just pick either one as your default, i.e. Seller / Listing or Buyer.
2. **Option 2: In-Context**. In the shortcode editor or PDF Field-Settings, you should have a dropdown for roles, and at the bottom of it, there should be an option for “Add New”. Once you select this, a text-entry field should appear.
3. **Option 3: User Settings >> About Your Business >> Roles**. Because SwiftCloud is so flexible, you can add additional roles all businesses have, like supplier, vendor, staff / employee, etc and then you can create groups in the filter-view system.

#### How to Use Roles:

1. **In shortcodes;** note this will “freeze” that data for multi-party e-Sign. If a field is designated as a seller-field (i.e. date-time the seller signed), then when the doc goes from seller to buyer, that date-time will show when the seller signed, not today’s date-time. All data fields become “locked” once one party has signed.
2. **In Filterview**: Example: “Clients in San Francisco” – you could create a filter-view showing all people with 415 area code phones or San Francisco in their address, who are also tagged with “#client”, then save it as a view. As you add more people to this group, the view will show the newest updated data.

Have any questions? Let us know and we’ll update this support entry.

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