You'll want to configure Playbook Roles. When you assign tasks within your organization in Playbooks, you'll assign them to Roles. These are the folks on your team who will be involved in projects - say the Account Manager, Implementation Manager, or an SE. When you create a project, you'll assign these roles to actual people on your team (e.g., Bill is the Engineer on this particular project).

Note - these roles are also used in Modules

1. Go to Library → Roles
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2. Add or edit Roles to map to functions within your organization that will be assigned tasks within Playbooks
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