Participants are users that log in to WorkSpace and process work items. Participants are assigned to roles that determine their assigned tasks and permissions. Participants can also be assigned to groups, which can encompass multiple roles.
To add a participant to the Process Administrator:
In the left pane of the Process Administrator, click Participants.
On the Participants page, click Add.
On the Participants | Add Participant page, select the Enable option and configure the following properties:
Enter a User ID for the participant. This will be the name used when logging in to WorkSpace.
Enter the First Name and Last Name for the participant.
Optionally, enter Telephone and Fax numbers for the participant.
To automatically notify the participant when work items are received, select Notify by e-mail when new instances arrive. Enter an e-mail address where the notifications will be sent in the Mail field.
Enter a Password for the participant. This will be the password used when logging in to WorkSpace.
If the participant will belong to an organizational unit, select an Organizational Unit from the drop-down list.
To allow the participant to manage other participants, including role and group assignments, select Enable User Administration.
If the participant will be a system administrator, select Administrator.
Click Save.
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