Path: Settings → Participants & Roles (/settings/roles)
What participant roles are
Named seats participants choose when joining an exercise — for example, Incident Commander, Legal, or IT / Security. Each role can have a name, description, and color.
Default roles (created at signup)
- Incident Commander
- Communications
- IT / Security
- Legal
- Operations
Managing roles
- Active tab: Create, edit, archive roles
- Archive tab: Restore archived roles, or permanently delete (shows impact on saved reports)
Custom role limits: Starter 8 · Plus 15 · Pro 30
How roles connect to the product
| Area | Connection |
|---|---|
| Exercise lobby | One role seat per active org role when session is created; add/remove seats per session |
| Scenario builder | Org editor supports role-specific questions — only that role's seat sees the question |
| BIA | Processes can depend on a participant role |
| Reports | Responses grouped by role name |
| Join flow | Participants pick a role seat, then enter display name |