If you have access to roles management, then you can manage a user's roles in three ways:
From inside the process map
From 'Roles'
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
To add or remove a user directly from the process map, enter edit mode and click the role name in the swimlane diagram (1). Clicking the information icon (2) will open the information drawer in the righthand side. Now search (3) for users to add to the role or remove users by clicking the x next to the username.
Note: If you are not in edit mode, when you click the role name in the swim lane diagram, you need to click the edit icon next to the Role name in the information drawer.
Adding/removing users from the 'Roles' page
Go to the Roles page (1) and enable edit mode. Click the role you wish to add a user to (2) and the information drawer for the selected role will open. Now, search for the user you want to assign to a role (3) or click the x next to a user to remove him/her from the role.
Note: If you are not in edit mode, when you click the role, you need to click the edit icon next to the Role name in the information drawer.
Adding/removing users from the 'Users' page
Go to the User page (1) and enable edit mode. Click the user you wish to assign to a role (2) and the profile drawer for the selected user will open. Now, search for the role you want add (3) or click the x next to a role to remove it from the user.
Note: If you are not in edit mode, when you click the user, you need to click the edit icon next to the user name in the profile drawer.
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