Use the Roles tab to select role capabilities, the roles to delegate, and the users to assign them to.
Roles Tab
Field |
Description |
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. |
Users |
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. |
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