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 the 'Roles page'
  3. From 'Accounts and 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 a list of the users that currently have the role.

Now add or remove users directly here. If a user has a role, then he 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 'Account' 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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