Use this tab to review and assign project access to users and assign them to PMWeb Visual Workflow roles. This tab is intended to allow certain users to grant limited access to the project without necessarily giving those editors access to the PMWeb Security page.
This section functions the same as the Workflow/Setup/Workflow/Roles Tab except that you cannot define roles here, only fill them. Drag users from the tree on the left and drop them on roles in the table.
Two filter checkboxes are included on this tab:
View Unlocked Roles Only – If selected, the table only displays roles that are unlocked and, therefore, can be reassigned at project level.
View Roles in Use Only – If selected, the table only displays roles that are currently used in BPMs that are selected to be used in the project. (Note that the results of this filter can fluctuate as the Record Types tab in Workflow setup is edited so this filter should be applied with caution.)
