---
title: Roles Templates
slug: ajob2b-dryrun/roles-templates
docTags: 
createdAt: 2024-09-12T05:03:38.025Z
---

Create a Roles Template to identify the people that make up your buying group.
 <font color="#eb144c"><u>PLEASE DO NOT COMPLETE THIS EXERCISE</u></font>
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1\. From the menu, select "**Buying Groups**" on the left navigation bar, select "**Roles templates**" from the section titles and click "**Create template**".

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/HOdpDwIbJpRkDMXJAEgVD_image.png)

2\. Click the "Add another role" button twice to add two more roles.



![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/tXtTXkqpyJ-BivYwOT91p_image.png)

3\. For the first role, leave the role as the default "**Decision Maker**" and click "**Add condition**", pull the "**Job title**" person attribute into the canvas, expand the condition, and add the following job titles:

- Procurement Manager
- Director of Heavy Lift Operations
- Chief Procurement Officer
- Director of Material Planning

Change the weighting of the role to "**Vital**".



![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/TZD5td1D1TJmX-xXDHV5c_image.png)

4\. For the second role, leave the role as the default "**Influencer**" and click "**Add condition**", pull the "**Job title**" person attribute into the canvas, expand the condition, and add the following job titles:

- Material Planning Analyst
- Supply Chain Planning Engineer
- Senior Production Manager
- Quality Engineer



![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/6LUzPYTHK426HZiET3I7a_image.png)

5\. For the third role, leave the role as the default "**Practitioner**" and click "**Add condition**", pull the "**Job title**" person attribute into the canvas, expand the condition, and add the following job titles:

- Field Service Technician III
- Field Service Technician II
- Production Assembly Manager
- Manufacturing Engineer II

# <font color="#eb144c"><u>DO NOT CLICK PUBLISH</u></font>

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/BNUgI6QYBv1D1dHadKpek_image.png)

