Assign roles - j5 - 28.0 - Help - Hexagon

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j5 Version
2019

The assigning of roles can be done by permitted users. By default, the user who creates the form is able to assign roles. For each role that the user has permission to assign, an assignee can be selected from a list of candidates. These lists may be restricted by area, by rights group, or to a set of qualified candidates (these are the users who have been explicitly configured as qualified to fulfil the role - see Add a new j5 User).

For example, a list may be restricted to show only Supervisor users in the area configured for the IndustraForm, that qualify for the "Area Custodian" role.

Roles may be assigned by first clicking Role Assignment on the Roles Panel.

A user may then be selected from the drop-down list as follows. If a user does not have permission to assign a role, the selection control will be disabled and instead display a tooltip containing the information of which users are permitted to assign the role.

If a role assignment is disabled and the permitted user is not available, an Administrator or Power User can override the assignment if required.