Role corrections

When the automatic role assignment is wrong — the system missed someone, or matched the wrong person — you can correct it directly from that person's record. Editors and admins can add a role that wasn't assigned, or reject a role that shouldn't be there. Corrections persist through re-evaluations.

Who can correct roles

The add and reject controls are visible only to editors and admins. If you have viewer access, you can see the Buying Group Roles section but the controls are hidden.

Where to make a correction

Open the person's record — a lead or a CRM-only contact. The Buying Group Roles section shows every role the person currently holds, organized by ICP. Each section is headed by the ICP's name, with an + Add role button at the top and a Reject link on each role card.

Adding a role

Use + Add role when someone should be in a role but wasn't assigned to it automatically. This is common for:

• Stakeholders who engage primarily through offline or untracked channels (phone, email outside your tracked domain, in-person meetings)
• People whose titles don't match any configured keyword but whose actual responsibilities fit the role
• Late-identified stakeholders who joined the buying process after the last evaluation

How to add a role:

1. On the person's record, find the section for that ICP.
2. Click + Add role.
3. A dialog opens with a dropdown listing the roles defined for that ICP that the person does not already hold. Pick the role from the dropdown.
4. Click Add as correction.

The role is added immediately and the person's coverage at the account level is recomputed. The role card shows a Corrected badge where the Behavioral / Demographic / Mixed basis would normally appear, and the right-hand label reads Set by user instead of a confidence percentage.

The add dialog only shows roles the person doesn't already hold — you can't create a duplicate assignment.

Rejecting a role

Use Reject when the system assigned a role that doesn't reflect reality — the person changed jobs, the title match was coincidental, or the signal activity was noise.

How to reject a role:

1. On the person's record, find the role card you want to remove.
2. Click Reject at the bottom right of the card.

The role is removed immediately and coverage is recomputed. The rejection is recorded so the system skips this assignment on future re-evaluations — if the person would otherwise qualify for the role again based on updated signals or a profile change, the rejection holds and the role is not reinstated automatically.

Rejecting and adding are mutually exclusive per role: if you reject a role you previously added manually, the add is retracted and the person loses the role. If you add a role you previously rejected, the rejection is cleared and the correction takes effect.

How corrections are badged

When a role was set by a team member, the role card reflects that.

A role assigned by evaluation (not corrected) shows its basis chip — Behavioral, Demographic, or Mixed — and a confidence percentage. See Role attribution for what those mean.

The Primary badge works the same way whether a role was assigned automatically or added manually. Primary is determined by the ICP's tiebreak order across all roles the person holds.

How corrections hold through re-evaluation

Corrections are durable. They are not overwritten the next time the account is evaluated.

• An added role is kept as an authoritative override. The system treats it as final and does not remove it when it runs the automatic matching logic again.
• A rejected role is suppressed. Even if the person would qualify for the role based on new signals or updated profile data, the rejection blocks the assignment.

This means a correction you make today is still in effect after the next nightly evaluation, after a manual coverage refresh, and after the ICP's signal thresholds are adjusted.

What corrections affect

Adding or rejecting a role recomputes the account's coverage immediately — the percentage-of-required-roles figures and the role states (Engaged / Identified / Missing) on the account coverage card update to reflect the correction. If the person is the only one filling a required role and you reject them from it, that role moves back to Missing. If you add someone to a role that was Missing, it fills.

Next steps

• Buying groups overview — how roles, coverage, and the buying-group model work end to end
• Role attribution — how the automatic matching works and what the Behavioral / Demographic / Mixed basis means
• Account coverage — the coverage picture that role assignments produce at the account level
• Defining roles — adjust the title keywords and targeting criteria to reduce the need for corrections
• Signal and role attribution — configure which signal events carry points toward which roles
• Lead detail — the full person record where the Buying Group Roles section lives