---
title: "Creating and Using Assignment Roles"
slug: "creating-and-using-assignment-roles"
description: "This document demonstrates how to create and utilize Assignment Roles in Decisions. By doing so, users are able to define responsibilities, and specify tasks and Decisions entities, to a certain user or group. "
updated: 2026-04-01T20:27:49Z
published: 2026-04-01T20:27:49Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Using Assignment Roles

## Overview

[Assignment Roles](https://documentation.decisions.com/docs/assignment-roles)****are identifiers that are used to define User (individual **Accounts**) or **Group**responsibilities and positions. Roles may include:

- Designer
- Analyst
- Manager
- etc

Roles can be used to define a recipient for an **Assigned****Decisions****Object,**such as a **Task**, **Form**, **Report**, **Page**, or **Service** **Catalog****Item**. This article discusses how to CREATE and utilize Assignment Roles within an Assignment Process.

---

## Example

Creating Assignment Roles in v9In previous versions, Users had to navigate to **System > System Data > Assignment Roles** to create Assignment Roles. In v9+, Assignment Roles can still be created at the system level, but Users can also create them at the project level, as demonstrated in the example below.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-01_16h03_24.png)

1. Navigate to a desired **Project > Security > Assignment Roles**. Then, click CREATE ASSIGNMENT ROLE.
2. Provide a **Name**in the respective text box. Then, under **Default Accounts**and **Default****Groups**, select ADD NEW. Choose the default Accounts to add to the **Assignment****Role**.
3. PICK the desired **Account**and or **Group**, then click CREATE.
4. From a Flow containing an Assigned Form, add and configure a Setup Process Folder step before the Show Form or Add Task step. This step is needed to help mitigate/track progress within the Assignment Process.  ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-17_16h04_37(1).png)
5. From the **Properties**of the **Assigned Form**, navigate to ASSIGNMENT SETUP and select EDIT.
6. Under **From****Data > Assignment Roles**, set the mapping to **Constant**, then PICK the Assignment Role that was previously created and click DONE.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2026-04-01_14h22_18.png)
7. Save the Flow, then debug it.
8. After running the Flow, navigate to the **Process****Folder**created by the **Setup Process Folder**. Verify that the **Assignment Process Data** displays the designated **Assignment Role**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-17_16h07_25(1).png)

---

## Associated Steps

| Step Name | Description |
| --- | --- |
| [Add Groups On Assignment Role](https://documentation.decisions.com/step-library/docs/add-groups-on-assignment-role) | Allows Users to add groups to an Assignment Role. |
| [Add Users On Assignment Role](https://documentation.decisions.com/step-library/docs/add-users-on-assignment-role) | Allows Users to add Users to an Assignment Role. |
| [Clear Inbox Count Cache](https://documentation.decisions.com/step-library/docs/clear-inbox-count-cache) | Clears the inbox count cache. |
| [Complete Assignment in Other Flow](https://documentation.decisions.com/step-library/docs/complete-assignment-in-other-flow) | Allows Users to select a Flow and complete an assignment. |
| [Get Accounts For Assignment Role](https://documentation.decisions.com/step-library/docs/get-accounts-for-assignment-role) | Returns accounts associated with the Assignment Role. |
| [Get All Groups And Users For Folder And Role](https://documentation.decisions.com/step-library/docs/get-all-groups-and-users-for-folder-and-role) | Returns all groups and Users for the specified Assignment Role. |
| [Set Users On Assignment Role](https://documentation.decisions.com/step-library/docs/set-users-on-assignment-role) | Allows Users to set Users to an Assignment Role. |
| [Get Assignment Role For Folder By Name Or Id](https://documentation.decisions.com/step-library/docs/get-assignment-role-for-folder-by-name-or-id) | Returns the Assignment Role data for the specified Folder. |
| [Get My Assignment Count](https://documentation.decisions.com/step-library/docs/get-my-assignment-count) | Returns the number of tasks/assignments assigned to a User. |
| [Get Groups On Assignment Role](https://documentation.decisions.com/step-library/docs/get-groups-on-assignment-role) | Returns the groups associated with the specified Assignment Role. |
| [Set Groups On Assignment Role](https://documentation.decisions.com/step-library/docs/set-groups-on-assignment-role) | Sets the group(s) for a specified Assignment Role. |

For further information on Administration, visit the [Decisions Forum](https://community.decisions.com/categories/Administration).