Responsibility roles
Responsibility roles are your team's own job-based roles (for example Accounting or CEO). An approval policy step can point to a role instead of a named person, so you only have to keep the role's members up to date. This is not access control: who can access what is set on the Roles and permissions page.
Manage roles under Settings → Responsibility roles. A new team starts with three roles: Accounting, Project manager and CEO.
- Click New role and give it a name (for example CFO).
- In the role's row, use Add member to pick the team members who fill the role.
- Under Settings → Approval Policies, set a step's Assignee to Responsibility role and pick the role.
When a step belongs to a role, any member of that role can decide. When someone leaves or a new colleague joins, you only change the role's members; the policies stay as they are. If a member sets up a delegation, their stand-in can decide for them too.
A role can only be deleted once it has no members and no approval policy refers to it.