Role

IMPORTANT  The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.

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).

Entity details

You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.

Entity Name: Role
Can Create:
Can Update:
Can Query:
Can Delete:  
Can Have UDFs:  

Field definitions

Field Name Label Datatype Read Only Is Required Reference Name Picklist
Active Active boolean      
Description Description string (200)        
HourlyFactor Hourly Factor double      
HourlyRate Hourly Rate double      
id Role ID long    
IsExcludedFromNewContracts Is Excluded From New Contracts boolean        
Name Name string (200)      
QuoteItemDefaultTaxCategoryId Quote Item Default Tax Category Id integer     TaxCategory  
RoleType Role Type integer      
SystemRole System Role boolean