Role Permissions on Work Types

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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.
  • 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.

  1. Continuing from How To: Add a new role permission
  2. When switch the Permission Granted toggle on a work type to On, you see a new option to Vary by Phase.
  3. 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).
  4. 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.

 
 

 

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