Creating Participants

To perform interactive activities in the process, you need participants. Participants are the people who log into the system and perform activities.

The activities participants can perform depend on the roles assigned to them. Hence, in this task we also assign a role to the participant.

Our first participant is called Peter Jones. Peter is in sales and reports travel expenses. For the purposes of this process, he is assigned the role of employee.

Our second participant is called Paul Smith, who will be assigned the role of Supervisor.

Keep in mind that in most cases, you create participants in Studio for testing purposes. In an actual deployment, participants come from the company directory service or are imported from some other personnel data source. So, Peter Jones would not be an actual employee even if you were building this process for real-world use.

To create participants Peter Jones and Paul Smith:

In the Project Navigator, expand the ExpenseManagement project, and then expand Organization.
Right-click on Participants (), and click New () in the context menu. The Participant dialog box appears.
Enter Peter Jones in the Name field, and click OK. A participant editor window opens for Peter Jones.
In the editor, go to the Roles section at the bottom (you may need to scroll down), and click Add. The Roles dialog box appears.
Select Employee from the Roles list, and click OK. The Employee role is added to the roles list.
Save the changes to Peter Jones by clicking on the Save icon () or click File > Save from the menu.
Close the editor.
Follow steps 2 through 7 to create participant Paul Smith, assigning him to the Supervisor role.

After completing this task, your project should include the two new participants.