Welcome > Process Designer module > Roles > Create a role

Create a role

  1. Select the process map for which to create a role.
  2. On the Process Modeler, click Roles.
  3. Enter a Name for the role, for example, CaseWorker.
  4. Select the type of the role:

    • Fixed: Any changes to the role apply to all jobs created on any version of that process.

    • Floating: Any changes to role members apply only to individual jobs because every job created on any version of the process has its own version of the role.

  5. Enter an Email Address for the new role.
  6. To assign a Supervisor to the role, consume the required resource.
  7. To enable the completion of an activity according to the Security Level of the role, modify the default security level. (Default: 1).
  8. Set the Minimum and Maximum Skill Levels for the role. For information about skill levels, see Set the skill level of a resource.
  9. To assign resources to a role, consume the required resources. Doing so associates individuals with a job role. You cannot use groups or other roles as role members. An individual can belong to more than one role.

    To remove a member from a role, click Delete Delete for that member.

  10. Click Save.