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Assigning roles to a user

Add a role to a user so he or she can see the activities, comments and tasks related to all activities that the role is responsible for.

Søren Pommer avatar
Written by Søren Pommer
Updated over a week ago

If you have access to roles management, then you can manage a user's roles in three ways:

  1. From inside the process map

  2. From 'Roles'

  3. From 'Users'

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

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