Roles and responsibilities are used to assign activities in your processes. They separate the activities in the map view out into ‘swim lanes’ and connect users with their obligations within a process. You assign a role to a process while editing the process.

Roles refer to jobs, titles or positions, while responsibilities are duties or tasks that fall within your job. You can assign multiple users to one, and a user can hold multiple roles or responsibilities if you want them to.

Promasters and Business Analysts can edit your roles and responsibilities. You can allow Process Editors to also add or edit roles and responsibilities through [Admin>Configure>Editing>Enable ALL Editors to access Role Manager].

You can add a new role or responsibility with the [Add Role or Responsibility] button, or edit existing ones with the pencil icon beside them. Sort the list with the column headers, or filter it by letter from the top left. Hovering your mouse over the processes or groups the role is associated with will show a list of the applicable processes or process groups. Click [Show More] at the bottom of the list to load the next 20 results for the view you are in.

Using Roles and Responsibilities

Editing a Process

Configuring Promapp