Roles
This entity describes an Autotask Role. Roles are associated with a department and have a standard billing rate. Resources are associated with one or more department/role combinations. Resources must specify a Role when entering time. When billing for that time, the default rate for the role determines the billable rate unless it is overridden, for example, by a Contract or workType.
Roles are managed through the Admin module. They are created through Site Setup > Company Setup > Roles tab and assigned to a resource when adding or editing the resource (Admin > Site Setup > Resource Setup > Resources > New or Edit ) or adding the resource to a department (Admin > Site Setup > Company Setup > Departments tab).
NOTE You can refer to the Online Help to find root and child access URLs of the entity you wish to query. Refer to Finding resource and child access URLs of REST API entities for more information.
Entity details
| Entity Name: | Roles |
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Entity Path: |
/atservicesrest/v1.0/Roles |
| Can Create: |
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| Can Update: |
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| Can Query: |
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| Can Delete: | |
| Can Have UDFs: |
Field definitions
About this table| Field Name | Datatype | Read-Only | Is Required | Reference Name | Picklist |
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| description | string (200) | ||||
| hourlyFactor | decimal |
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| hourlyRate | decimal |
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| id | long |
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| isActive | boolean |
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| isExcludedFromNewContracts | boolean | ||||
| isSystemRole | boolean |
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| name | string (200) |
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| quoteItemDefaultTaxCategoryId | integer | TaxCategories | |||
| roleType | integer |
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