Assigning Default Roles

Use

The Assign Default Roles wizard allows you to define a default user to a role as long as the role type is Initiation Defined. At runtime, this user processes the action or block unless the initiator modifies the assignment when the process is started.

Only process roles of type Initiation Defined, are shown in the wizard.

More information: Configuring Process Roles

Procedure

1. Select an active process

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Browse to select an existing process.

Only active processes are shown in the gallery. To assign default roles to inactive processes, see the Defining Defaults section in Configuring Process Roles.

2. Assign default roles

1. Select a role.

You can associate an existing user to each of the process roles. In addition to the roles that you have defined when you created the process template, you can also assign users to the built-in roles: Overseer, Owner, and Administrator.

2. In the Add Users section use the Find function to search for the required user.

3. To associate the user with the role, select it and choose Add.

4. To assign more default roles, repeat steps 2 to 4.

5. Choose Finish.