To assign a role to a participant:
In the left pane of the Process Administrator, click Participants.
On the Participants page, select a participant Name.
On the Participants | Edit Participant page, click Assigned Roles.
On the Participants | Edit Participant | Assigned Roles page, click Add.
On the Participants | Edit Participant | Assigned Roles | Role Assignment page, select a Role ID.
If the role contains multiple assignments, select an Assignment.
Select the participant's role Category.
The participant's role category indicates the hierarchy of the participant in relation to other participants in the same role. Participants can be assigned to categories 1 - 9, with 9 being the highest and 1 being the lowest. Participants can reassign work items based on their ranking. Participants with higher ranks can delegate work items to participants with lower ranks if they have been assigned the delegate permission. Participants with lower ranks can escalate work items to participants with higher ranks if they have been assigned the escalate permission. Participants with the peer assignment permission can assign work items to other participants with the same rank.
Set the participant's Permissions for the role.
Participant role permissions determine the options available to a participant in WorkSpace. Participant permissions include:
| Permission | Maps to This in WorkSpace | Description | Design Dependency |
| Execute | Process icon in the Activity column in the work item list | Allows participants to process a work item. | none |
| Route | Send, Send To, Back buttons in the toolbar | Allows participants to send a work item to the next activity in the process, send a work item back to the previous activity in the process, and send a work item to a specific participant assigned to the role for the next activity in the process. | The back action is only available to a participant if an exception handler was included in the process design and an exception occurred that invoked the exception handler while the participant was executing the work item. |
| Suspend | Suspend/Resume buttons in the toolbar | Allows participants to pause a process at the work item activity and make the process unavailable to other users until resumed. | The suspend property must be defined for the activity in the process design. |
| Abort | Abort button in the toolbar | Allows participants to abort a work item. | The activity must be defined as abortable in the process design. |
| Delegate | Reassign/Delegate icon in the Description column in the work item list | Allows participants to reassign a work item to another participant with a lower rank. | none |
| Grab | Grab/Ungrab buttons in the toolbar | Allows participants to grab a work item from another activity in the process. | The grab activity must be included in the process design or the activity must be defined as grabbable. |
| Escalate | Reassign/Escalate icon in the Description column in the work item list | Allows participants to reassign a work item to another participant with a higher rank. | none |
| Peer Assignment | Reassign/Peer Assign icon in the Description column in the work item list | Allows participants to reassign a work item to another participant with the same rank. | none |
Click Save.
Note: A participant is only able to use assigned permissions if a process has been designed to include the activities that correspond to these permissions. For example, a participant will only be able to grab a work item if they have the grab permission and their role has a grab activity in the process that was created in Studio.
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