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, such as CaseWorker.
  4. Select the type of the role:

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

    • Floating: Any changes to role members apply only to new jobs.

  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.