Roles Tab

Use the Roles tab to select role capabilities, the roles to delegate, and the users to assign them to.

Roles Tab



Rules and Guidelines

Select the role to delegate

Select the role that you want to delegate.

To display the users who currently have role assignments for the item, select a role. The users who currently have the role are displayed in the Assigned Users List.


Select Leader, Primary, or Secondary.

The default is Secondary.

Delegate related items

Select this option if you want to also delegate the items that are related to the selected request(s)

This option only available when delegating requests.

Available users

Select one or more users, and click the Add button to delegate the selected role.

To replace all the users currently assigned in that role with the selected user(s), click the Replace button.

Assigned users

Select one or more users, and click the Remove button to remove the role assignment from that user.

You cannot delete role assignments that were specified as part of the design tree structure. Users with these assignments are identified as follows: {Secondary, From Tree}

You can replace all of the existing user assignments for a given role.

Related Topics

Delegating an Item

Delegating a Request

Delegate Item/Delegate Items Dialog Box

Delegate Requests Dialog Box