You can add a work type role permission to a role in the modeller. You can provide further control to the participant's access by defining what phase of the work type the permissions are granted on.
Add a New Work Type Role Permission
Add a New Work-type Role Permission
Modeller > Work Types > Edit work type > Participant Roles > Click the arrow at the end of the row or Actions > Configure
Select the Role Permissions nav bar

Set the permission:
- No will not grant the permission to holders of this role
- Yes will grant the permission to holders of this role. Where this role is assigned to a team, all members of that team will be granted this permission.
- User only will grant the permission to holders of this role, but only where the role is assigned directly to a user. When the role is assigned to a team, the members of that team will not be granted this permission.
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By phase allows you to specify a variation in the permission grant depending on what phase the work item is in. When you select By Phase the phases for that work type display - you can then set the permission for each phase.
Vary Role Permissions by Phase
Vary Role Permissions by Phase
When you grant new permissions for a specific work type on a participant role, you can provide further control to the participant's access by defining what phase of the work type the permissions are granted on.
- Continuing from How To: Add a new role permission
- When switch the Permission Granted toggle on a work type to On, you see a new option to Vary by Phase.
- Click the + symbol, and a list of phase options shows, you can then select which of the phases you want the permission to be applied to. (Note; if you don't invoke Vary by Phase, the permission will be granted against all phases of the work type. Once vary by phase is invoked by switching a phase to On, the phases in the Off position will not be accessible to the participant role on that work type).
- Once you have selected the phases for which the role will be granted the relevant permission, click Save.
Review
You can now successfully vary participant role permissions by phase.