If you have access to roles management, then you can manage a user's roles in three ways:
From inside the process map
What happens when a user has a role?
Once you have added a role to a user they will automatically see:
Comments made to any activity that his role is responsible for.
Tasks in the activity's task calendar.
Tasks that are due.
Hourly, daily or weekly emails with a summary of comments to activities that the role is responsible for.
Adding/removing users from the process map
Click the swimlane's settings (the gear wheel icon) to open the role dialogue:
You will then see your list of roles. If you need to add a new user to your process, you can do it under 'responsibilities' in your process. Then they can see the process and will stay up-to-date on communications.
Adding/removing users from the 'Roles' page
Go to the 'Roles' page, click edit, search for the right user and add him or her to the role:
Adding/removing users from the 'Users' page
Or go to 'Account and users', click the user's name, search the role's name and save:
These are the three methods for editing, adding and removing roles to an individual.
Tags: Organise roles, connect roles, job descriptions, personalised overviews