| Overview |
The Roles page of the Project form allows you to define general project responsibilities and assign those responsibilities to Omnify users.
Roles assignments are different than the individual task resources/users (described in the Tasks section).
Roles are specific to the project form, tasks resources are used to define which users are responsible for completing specific tasks of the project.
Project Roles are defined in the Omnify administrator.
Roles are assigned to users on a per Project basis.
Project Roles can be used to automatically assign users to signoff workflows.
When defining users for signoff stages you can use Project Role indicators.
For each Role defined in the Administrator, a Project Role indicator will be listed among the users when assigning signoff users.
When Desktop attempts to assign workflow users for a given object, it will detect Project Role indicators, and then attempt to determine the appropriate users based on the projects assigned to that item.
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The Roles Page contains the following sections:
| Roles/Users List |
Current roles and users (based on group filter) |
| Group Filter |
Groups list that allows you to display only certain attributes |
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When roles are created (Omnify Administrator), they can be assigned as:
| Single User |
Only one user can be assigned to the role |
| Multiple User |
One or more users can be assigned to the role |
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Adding/Editing Roles |
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The Roles/Users list will display roles based on the Group filter.
To ensure all roles are available while editing, you should set the filter to [All].
To add or modify a role, click the Edit hyperlink in the Actions column.
This will display the Edit Role dialog box and display the currently assigned users.
The Type field will display the role type.
To add users to the role, click the Add button.
This will display the Object Browse form.
Using this form you will be able to search/find the desired user.
To add a user, click the hyperlink.
To add/update the role, click the Update button.
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Clearing/Removing Roles and Users |
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To clear/remove roles, click the Edit hyperlink in the Actions column.
This will display the Edit Role dialog box and display the currently assigned users.
To remove the users, select the users from the user list, and then click the Remove button.
To remove the role, click the Update button.
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Group Filter |
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The Groups Filter can be used to control which roles will be displayed.
Selecting a group will modify the list to display only the roles defined for that group.
The list will contain 2 options:
| [All] |
Lists all roles (assigned and unassigned) |
| [Applied] |
Lists only those roles that have users assigned |
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