Adding a Participant

If you are not using an exernal directory service, you can add participants from Process Administrator.

To add a participant:

  1. In the Navigator pane, click Participants ().

    The Participants pane will appear.

  2. On the Participants pane, click Add.

    The Add Participant pane will appear.

  3. On the Add Participants pane, make sure that the Enable checkbox is checked.
  4. Enter the User ID for the participant. The participant will use it when logging in to WorkSpace.
  5. Enter the First Name and Last Name for the participant.
  6. Optionally, enter Telephone and Fax numbers for the participant.
  7. To automatically notify the participant when work items are received, check the Notify by e-mail when new instances arrive checkbox. In the Mail field, enter the e-mail address where the Process Engine should send notifications.
  8. Enter a password for the participant in the Password and Confirm Password fields. This will be the password the participant will use when logging in to WorkSpace.
  9. If the participant will belong to an organizational unit, select it from the Organizational Unit from the drop-down list.
  10. Optionally, attach a photograph of the participant by specifying an image file in the Photo field and clicking on the Upload button.
  11. To allow the participant to manage other participants, including role and group assignments, check Enable User Administration.
  12. If the participant will be a system administrator, check Administrator.
  13. Click Save.

The participant is added to the organization, and the Edit Participant pane appears, with the settings for the just-entered participant.

After you have added the participant, you may want to assign roles or groups to the participant, you may need to define an absence period, or you may need to change the participant's password. You can access these settings from the Advanced Properties section of the Edit Participant pane.

Parent topic: Participants