What is a role in a process?
Roles in processes are not defined by a title or an organisational position. Instead, think of a roles as “hats” that people wear. A colleague with the title “Account Manager” can also take the roles of “Full-time employee”, “Business Developer” or “Customer Success Manager”. Each role is defined by skills and responsibilities and by adding roles and role descriptions you will provide clarity around what each person does - and is responsible for - in the process.
Creating a new process role
Roles can be made when you create new processes or added when they are revised. However, roles can only be created by users with administrator rights.
To create a new role, click "New" in the top menu and select "Role".
This will present a form where you need to name and describe the process as well as pair it with specific users or competencies. Note that the Gluu AI assistant can help you select competencies and write the descriptions needed.
To learn more about the use of AI read The Gluu assistant
Once the role has been created, it is stored in a common library to be used by process owners and editors when creating or revising processes.
You can manage roles from the Roles page. It gives a great overview of how roles connect with competencies and processes and the specific persons that are assigned to each role. You can also export the data for further analysis or use in other applications.
Learn more about how to map roles in processes and assigning roles to a user.
Tags: Job descriptions, connect roles, role clarity, personalised overviews, role & responsibility overview