Workspace roles

The Workspace roles page (sidebar link) lists the actor and responsibility roles used across the processes in your workspace — for example Customer, Approver, BackOfficeAgent. Each row shows its name, display name, description and last update.

Where roles come from

Roles aren’t created on this page directly. They’re picked up from business processes that include a Roles section in their specification. When you save a Draft that mentions roles, the catalog is refreshed and operations are linked to those roles automatically. Add or rename a role by editing the spec; the list page reflects the change on save.

Roles inside a process

In the business process view, each operation can display small Primary / Secondary tags next to its title — at a glance, who drives the operation and who else is involved.

Used by

Expand Used by on a row to see every operation that references the role and whether it’s primary or secondary. Click any line to jump straight to that operation in its parent process.

Delete

Delete is available only when nothing uses the role. To clean up an unused role, first remove the references from the spec(s) where it appears, save, then come back here.