Managing roles

Roles are labels you can assign to participants in your rundls. Roles define a participant in terms of your business process. Importantly, they also make it easy to assign permissions to your participants. When managing your service you set up roles once, and these roles will be available in each rundl you start for a specific transaction.

To add a role to your service model

add_role.gif

 

  1. Choose a Service.
  2. Click the model._2jpg.jpg Model tab in the service menu.
    NOTE: If you can't see this button, you may not be a service "Manager". Only managers of the service can change the service model. Also note that you may need to switch to the manager context first. This can happen if you've got multiple subscriptions to the service and you're currently using another context that is not a manager.
  3. Click the ROLES tab.
  4. Click the _add.jpg button.
  5. Enter the Name of your new Role. Click on an existing role or create a new one. You can also add a Description.

  6. Click save.jpg

To manage an existing role

manage_roles.gif

  1. Choose a Service.
  2. Click the model._2jpg.jpg Model tab in the service menu.
  3. Click the ROLES tab.
  4. Select the Role you wish to manage. The "Manage role" side bar opens.

To add role permissions

Role permissions allow you to configure which steps that role can view and update in rundls. Updating a step allows participants with that role to update the step status and set the due date.

  1. Click the permissions_2.jpg button. 
  2. For each step, expand the permissions and assign the Update and View permissions to the relevant roles.

To add role barriers

Role barriers is a configuration option for hosts that bars certain participants in a rundl from communicating with each other. When a participant posts a message, barriers override who can see the message, based on the participants' roles.

  1. Click barred_roles.jpg and choose the Role(s) that won't be allowed to communicate with your chosen Role.

To remove a role

  1. Click remove_role.jpg.

NOTE: Currently once a role has been included in a rundl it can't be removed. At this stage, please carefully consider the roles in your service in the setup phase before starting any rundls

 

 

 

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