Role selection defines each participant’s involvement in each contract item. Participants and owners make role selections on the Contract Details page.
Available roles depend on the contract type.

How to Select Roles

1. Go to the Contract Details page.
2. Find the contract item (decision or activity) for which you want to select a role.
3. Click a role button to select your role.

Available Roles

Collaboration Contract

Learn the roles in Roles in Collaboration Contracts.

RACI Contract

Learn the roles in Roles in RACI Contracts.

LEAN Work

Learn the roles in Roles in LEAN Work.

LEAN-V Work

Learn the roles in Roles in LEAN-V Work.

Role selections can be adjusted at any time until blockers are resolved.