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A Role is a collection of Responsibilities. A Position has Roles attached to it, and each Role has Responsibilities attached to it. When an employee is assigned to a Position, they automatically inherit every Responsibility through that Position’s Roles. For the underlying definitions, see Key organizational concepts.

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How roles work

The exIQtive structure is: Employee → Position → Role → Responsibility → Readiness A Role is the grouping mechanism. Instead of attaching Responsibilities one by one to every Position, you define a Role once, with its set of Responsibilities, and attach it to as many Positions as need it. When the Role changes, every Position that uses it picks up the change automatically.

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Where to find roles

Go to Account → Organization → Roles. The list shows every Role in your account, with its status, the number of attached Responsibilities, and the Positions it’s attached to.

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Role lifecycle

Draft → Active → Retired → Archived

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Add a new role

1

Open Roles

Go to Account → Organization → Roles.
2

Add the role

Click + Add Role and enter the Role name.
3

Save

Click Save.
The Role is created in Draft. You can edit or delete it, but it won’t distribute Responsibilities to employees until you activate it.

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Role actions

All actions are in the three-dot menu (⋯) on the right side of the Role row.

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Attach responsibilities to a role

A Role needs at least one active Responsibility before it meaningfully contributes to employee Readiness.
1

Open the role

Find the Role in the Roles list and click its name.
2

Attach a responsibility

Click + Attach Responsibility, then search for and select the Responsibility.
3

Confirm

Confirm. Any employee assigned to a Position that includes this Role automatically receives the Responsibility.
To detach a Responsibility, open the Role, find the Responsibility in the list, and use the detach action in its row menu.

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Attach a role to a position

You attach Roles to Positions from the Position detail view, not from the Roles list. See Positions for the steps.

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Role validity

A Role is valid when it’s Active and has at least one active Responsibility attached. A Role is invalid when it’s Active but has no active Responsibilities. An invalid Role attached to a Position makes that Position invalid, which blocks employee assignment. See Key organizational concepts for the full Position validity rules.

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Rules and constraints

  • A Role must be Active to distribute Responsibilities to employees.
  • A Role can be attached to any number of Positions.
  • A Responsibility can be attached to any number of Roles.
  • Deleting a Role is permanent and only possible in Draft.
  • Retiring a Role detaches it from all Positions, and employees lose the associated Responsibilities.
  • An Active Role with no active Responsibilities is invalid.

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Common questions

Check that: (1) the Role is Active, (2) the Role is attached to a Position, (3) the Position is Active, (4) an employee is assigned to the Position, and (5) the Responsibilities themselves are Active.
Yes. Roles are designed to be reused. A single Role like “Customer Support” can be attached to both a Team Leader Position and a Support Agent Position.
They lose the Responsibilities that came through that Role, and their Readiness for those Responsibilities drops to 0% (Novice). Their badge history is preserved. If the Responsibilities are attached to the same Position again through another Role, they return.
Detaching removes the Role from one specific Position. Retiring removes it from all Positions at once and takes it out of active use entirely.
Yes. Renaming updates the name everywhere but doesn’t change any assignments or affect employee Readiness.

Key organizational concepts

How positions, roles, and responsibilities fit together.

Positions

Attach roles to positions.

Managing responsibilities

Create and maintain the responsibilities inside a role.

Employee/position assignments

How employees receive a position’s roles.
Last modified on October 14, 2026