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Your roles

All nine roles, their work, responsible people, and your seat access in one roster.

Open Your roles → All docs

Today shows current work and blockers. Team shows responsibility and access, whether you run the roles yourself or share them with colleagues. Open a role for specialist work; use Manage people and role assignments to change responsibility.

Roles and responsibility

Team shows all nine job roles, what each does, who is responsible, and your seat access. Choose Manage people and role assignments to add responsibility for a teammate. Responsibility and paid access are separate. An unassigned role on a managed team stays unassigned. The roster links to Today for runtime status and Activity for its saved work.

Read the role table

Each row names a role, its responsible people and your seat access. Latest evidence is what that role recorded in the last seven days, from the same activity record Today and Activity read, with the day of its newest item and a link to open it. A role with nothing recorded says so, and if the activity cannot be read the cell says that instead of claiming the role did nothing. The Open role button at the end of each row takes you to its workspace. Explore role opens the public explanation when you do not hold that role.

Expand Role details for its job description, license facts, guide and filtered Activity link. Renewal information stays beside the responsible person. Responsibility and paid access are separate; an unassigned role remains unassigned.

A role whose last check finished and found nothing reads No change, checked with the time of that check, and a notice above the table names the quiet roles. A quiet role is not a failed one: a check that errored reads Last check failed with its time instead. Both come from the same run record Today uses. Clear responsibility shows the role count and links to people and role assignments.

Receiving work

Receiving work lists the open handoffs you own, across every role. Each one names who sent it (From), the role and account it is for (For), the evidence the earlier stage should have produced with its source and version (Required evidence), and what the receiving role should produce (Next task). When the earlier stage attached records, such as a contact, an opportunity or a cited answer, they are listed as Attached evidence, and Output to attach names the record this stage needs before it can be completed. Choose Accept handoff to record that the role has taken the work; the button then reads Accepted with the time. Accepting does not answer the handoff. Complete or decline it in the role's Handoffs tab, which also shows when it was accepted. A handoff that was already answered, or that is no longer yours, says so under the button. If the list cannot be read the panel says so rather than showing an empty list.

Schedule a role on one account

Research and pre-call brief roles work on up to three accounts a pass, least recently worked first. Edit account schedule lets you choose instead: pick an account, a role, the first run and a time zone, then Save account schedule. From that time the account goes first in the role's account pass, once a day. The Scheduling panel lists each saved schedule with its last successful run (the latest run of that role on that account that finished and did the work, read from the run records; a skipped or failed run does not count), its next run, which is the role's first pass after the time you chose, and a control to remove it. A schedule with no such run says so, and a record that could not be read says that instead. Saving the same role and account again changes its time.

The save is refused, with the reason under the form, when the role has no scheduled account work, when the account is not in your records, when your exclusion policy holds it, or when the role already has three scheduled accounts. The control is disabled with the reason when none of your roles can hold an account schedule or you have no accounts yet. A scheduled account still passes every check a run makes, so an account removed or excluded later is skipped at dispatch.

Access and renewal

Today shows current work and runtime status. Activity keeps the full run history. Team does not duplicate either view.

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