Roles

Overview

The Roles page of the Project form allows you to define general project responsibilities and assign those responsibilities to Empower 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 Empower 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.

Roles Page

The Roles Page contains the following sections:

Section	Description
Roles/Users List	Current roles and users (based on group filter)
Group Filter	Groups list that allows you to display only certain roles

Role Types

When roles are created (Empower Administrator), they can be assigned as:

Type	Description
Single User	Only one user can be assigned to the role
Multiple Users	One or more users can be assigned to the role

Adding/Editing

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 icon in the Actions column. This will display the Edit Role panel and display the currently assigned users.

To add users to the role, select the users from the Search area.

To add/update the role, click the Assign Role, Assign & Next or Assign & Close button.

Clearing/Removing

To clear/remove roles, click the Remove icon in the Actions column. You will be asked to confirm the deletion.

Group Filter

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 3 options:

Option	Description
[All]	Lists all roles (assigned and unassigned)
[Applied]	Lists only those roles that have users assigned
[Required]	Lists only those roles that are required