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
- Select Launchpad > Modeller > Participant role modeller > Roles.
- Select the participant to which you want to grant a new role permission > click the Action burger menu on the right side of the screen > Edit ShareDo Ownership.
- On the ShareDo Settings blade select the work type for which you want to add the role permission > Burger menu > Role Permissions.
- You can now add role permissions to your selected participant role by clicking the Permission Granted toggle switch to On > Save.
- Select the correct permissions for your role.
- You can also follow this process to remove a permission from a participant role, simply click the relevant Permission Granted toggle switch to Off.
Review
You have now successfully added a role permission to a participant role. You can provide further granularity to your permissions by varying role permissions by 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.