A services model is the process template part of your service. The model has the standard steps, roles and fields used to define the process when you start a rundl.
This article is about managing steps.
To manage the steps in your service model
- From your account admin, choose a service.
- Click the
Model tab in the service menu.
NOTE: You need to be a service Manager to see this menu. Also, if you've got multiple subscriptions to the service, you may need to switch to the manager context first before you can proceed. - From the STEPS tab you can manage all steps:
To update a step
Click the step name. The "Manage step" sidebar loads. From here you can update details about the step, upload images, YouTube videos etc.
To add a step
Click the 
button and insert a Name and Description. Click 
.
To remove a step
Click 
at the bottom of the "Manage step" sidebar.
To change the step order
To reorder the steps, drag the 
handle to the left of the step name to drag and drop the step to the required location.
Step permissions
You can set up standard permissions on the steps you add to your custom service model by mapping privileges to roles. Both the roles and steps may change over time so you should review standard permissions routinely.
To customise standard permissions for each step
- From your account admin, choose a service.
- Click the Model tab in the service menu.
- Click the ROLES tab.
- Click
- Click on a step name. A list of roles is shown.
- Check Update or View for each role.