Create

Create participant roles in ShareDo Modeller.

1. Launchpad > Modeller > Participant roles.
2. Click the + button > Add Role.
3. Enter a Name and Icon, and optionally enter further information in the non-mandatory fields.
   
4. For more information on participant settings, see the help category Participants Overview.
5. Click Save.

Once saved, the blade refreshes, showing the following nav bars:

• Sharedo Ownership: Specify on which sharedo types (work types) this role should appear.
• Aspects: Configure any aspects for this role here. For more information, see the article on Aspects.
• ODS Settings: Complete the ODS Entity and Location settings here.

Once the Role is saved, you can click the Action menu button to edit the role, edit the Sharedo (work type) ownership, mark it active/inactive, or delete it.

Edit Roles

Clicking this option opens the Role blade and allows you to edit any of the previously configured settings.

Mark Roles Active/Inactive

Use this setting to mark the Role as active or not. You can only use the Role if it is active in the system.

Delete Roles

Use this option to delete the role from the system. It will also delete existing data from matters for this role.

Review

You have now seen how to create and edit a participant role. For details on settings, see Participants Overview.