Managing roles

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 roles.

Roles are labels for the different type of participants in your service. You add roles to your service model once, then assign them to participants in each of your rundls. Roles also allow you to control access to information in your rundls..

To add a role to your service model

1. From your account admin, choose a service.
2. 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.
3. Click the ROLES tab.
4. Click the button.
5. Enter the Name of your new Role. This automatically searches your existing roles.
6. Click on an existing role, or if it doesn't exist yet click create a new one.
7. Optionally add or update a Description.
8. Click .

To manage an existing role

1. From your account admin, choose a service.
2. 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.
3. From the ROLES tab you can manage roles. Select the Role you wish to manage.
4. 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 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 and choose the Role(s) that won't be allowed to communicate with your chosen Role.

To remove a role

1. Click .

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