Add a new user to a process role

Users in a role will gain the access assigned to that role.

If you have a lot of users to add to a role, use the multiple select procedure.

Previous step: Create recipient roles

Add a new user to a role

1. On the Process roles for entity window, right-click a role, and select Add/Remove users.

   

   The Users in role window opens.

2. Click New to create a new row.

   

3. Enter the first few letters of a user's display name and press Tab or Enter to search for the user. For example: ar returns all users with display name that begin with ar. If multiple users are found, a lookup window displays for you to choose the correct user.

   To search for some letters that appear anywhere within the display name, precede the letters with a percentage (%) symbol. For example %ar will return all display names containing ar within the name.

   

4. Click Save on the main toolbar.