Setting Roles for Participants

When adding a participant, the administrator can specify a role. The role indicates the participant's hierarchical rank in relation to other participants with the same role. A rank can be from 1 to 9, with 1 being the lowest and 9 being the highest. A participant's rank determines which other participants he or she can assign instances to.

To set categories for a participant follow these steps:

  1. Launch Process Administrator.
  2. In the navigator pane, expand Organization, then select Participants. The Participants window appears in the right pane. It lists the participants, their organizational units, and their email addresses, and indicates whether they are enabled.
  3. Click the link for the participant for whom you want to specify a category. The Edit Participant window appears in the right pane.
  4. Click Assigned Roles in the Advanced Properties section. The Assigned Roles window appears in the right pane. It lists the roles that have been created for the process, and, in abbreviated form, the permissions associated with that role for this user. It also tells you the user's category--that is, the user's level in the hierarchy. The category determines those lower in the hierarchy to whom they can delegate tasks, or those higher to whom they can escalate activities.
  5. Click the name of the role within which you want to specify privileges. The Role Assignment window appears in the right pane.
  6. In the Properties section, in the Category row, select the value of the category you want to assign to this user.
  7. Click Save when you are finished.
Parent topic: Permissions and Security in an Organization