Roles Page

The Roles page includes default roles and all roles added by an administrator.

  • You can add and edit roles on the Roles page. Roles must be added before they can be assigned to a user.

  • You can select the Active, Inactive, or Draft category in the list above the grid to filter.

  • The State column indicates the category that includes the role. Hover your cursor over a symbol to view the state.

    • Active: Active roles are roles used in a process template. You can edit a role in a active state.

    • Inactive: Inactive roles are no longer used in a process template.

    • Draft: Draft roles are not yet assigned to users. You can edit and delete a role that has a draft state.

  • The Active Users column shows the number of active users in a category.

  • You can sort the columns by selecting a column heading. Select the browser's back button to reverse the sort.

  • Select a role to view a list of users assigned to the role.