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Orglume

By Getelis Ltd

Role templates

What a role comes with.

The single largest reduction in administration available to a small company. Define the position once and the next person to hold it starts with the same access, the same policies and the same first objectives — rather than with whatever the last one happened to pick up.

These eight are worked examples rather than presets you are stuck with. The point is to show the shape: four lists per role, and the second one — what the role must not have — is the half most companies never write down.

Demo data

Marketing Manager

Marketing

Template

Owns the campaign calendar, the brand and the reporting line back to pipeline.

Responsibilities

  • Campaign planning
  • Brand calendar
  • Lead reporting
  • Agency relationship

Access

  • Advertising accounts
  • Analytics
  • Content management
  • Customer record — read only

Policies required

  • Information security
  • Data privacy
  • Brand and tone

First 30 days

  • Understand the current campaigns
  • Review the acquisition funnel
  • Prepare a first growth report

Sales Representative

Sales

Template

Owns a pipeline and a set of accounts, with no access to finance or payroll.

Responsibilities

  • Pipeline management
  • Account follow-up
  • Proposal preparation

Access

  • Customer record — sales level
  • Shared sales documents
  • Email and calendar
  • Finance — denied
  • Payroll — denied

Policies required

  • Information security
  • Data privacy
  • Discounting and approvals

First 30 days

  • Complete product training
  • Take over the assigned account list
  • First qualified opportunities

Operations Manager

Operations

Template

Keeps day-to-day operations running reliably, with supplier authority to a set limit.

Responsibilities

  • Supplier onboarding
  • Operational reporting
  • Issue escalation
  • Office operations

Access

  • Supplier portal
  • Operational dashboards
  • Finance — read only

Policies required

  • Information security
  • Procurement
  • Health and safety

First 30 days

  • Map the current supplier list
  • Document the escalation path
  • First monthly operations report

Customer Success Manager

Customer Success

Template

Owns onboarding, escalations and renewal reviews, with a refund limit.

Responsibilities

  • Customer onboarding
  • Escalation handling
  • Renewal reviews

Access

  • Customer record — full
  • Support desk
  • Analytics — read only

Policies required

  • Information security
  • Data privacy
  • Refunds and goodwill

First 30 days

  • Learn the top twenty accounts
  • Shadow three onboardings
  • Own the renewal calendar

Finance Manager

Finance

Template

The most access-sensitive role in most small companies, and the one most often over-provisioned.

Responsibilities

  • Cash management
  • Monthly close
  • Management reporting
  • Supplier payments
  • Payroll coordination

Access

  • Finance ledger — full
  • Banking — approval only
  • Payroll inputs

Policies required

  • Information security
  • Financial controls
  • Data privacy

First 30 days

  • Complete a supervised month-end close
  • Review the payment approval limits
  • First management report

Software Engineer

Engineering

Template

Deep system access on a short leash, and the role where offboarding matters most.

Responsibilities

  • Code review
  • On-call rota participation
  • Dependency updates

Access

  • Source repositories
  • Staging environments
  • Issue tracker
  • Production — read only

Policies required

  • Information security
  • Acceptable use
  • Intellectual property assignment

First 30 days

  • Ship a first change to production
  • Complete the security training
  • Join the on-call rota

Office Manager

Operations

Template

Quietly owns more recurring responsibilities than almost any other role.

Responsibilities

  • Facilities and equipment
  • Visitor and access cards
  • Supplier coordination
  • New starter setup

Access

  • Equipment register
  • Building access administration
  • Supplier portal

Policies required

  • Health and safety
  • Information security
  • Expenses

First 30 days

  • Audit the equipment register
  • Document the new starter setup
  • Review building access holders

Account Manager

Sales

Template

Holds client relationships, which makes the backup and the handover the important part.

Responsibilities

  • Client relationship ownership
  • Renewal negotiation
  • Quarterly reviews

Access

  • Customer record — assigned accounts
  • Shared client documents
  • Analytics — read only

Policies required

  • Information security
  • Data privacy
  • Discounting and approvals

First 30 days

  • Meet every assigned client
  • Record client knowledge areas
  • Agree a backup per account

How to build your own

Write it on the second hire.

On the first person in a role, record the steps as you take them. On the second, you have a template. Most companies never get there because they treat each hire as a one-off, and the cost of that compounds quietly.

  • Start from what the last person in this role actually needed, not from an ideal.
  • Write the denied access at the same time as the granted access.
  • Keep the first objectives to three. Five is a wish list nobody reads.
  • Name who does each onboarding step by role, not by person, so it survives a departure.
  • Add a step to the template when you have added it by hand three times.

Run your team with clarity.

From the moment someone joins to the day their responsibilities are handed over, Orglume keeps your people, their work and your organization connected.

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