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Assigning roles to procedures & checklists

Instructions for adding roles to procedures and checklists

Dan Sargeant avatar
Written by Dan Sargeant
Updated over 5 months ago

Each procedure that you create within Way We Do can have a role, or many roles, assigned to it.

  • To assign a role access the relevant procedure or checklist

  • Click the Assigned Roles button (person icon) and check the boxes of those roles to be assigned to the procedure. The list is populated with all of the roles you have created on your organization chart. Roles are listed in alphabetical order.

  • If the role required is not present in the list, you will need to add it to your company chart under the "Structure" section first

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