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Roles can be assigned to users, user groups, diagrams and storyboards. Assigning roles to user groups will assign the role to all users within the group. Only Central Resources can be assigned as roles. For more information see About roles.
Note: Roles are associated with diagrams by assigning resources to specific activities. See Assigning resources for information on assigning roles to diagrams.
To assign a role to a user:
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| 1. | From the Tools menu choose Users and then User Accounts. |
| 2. | Right-click a member and choose Roles. |
| 3. | In the Select Roles dialog specify the resource search criteria and click Find. |
| Note: You can enter the resource name directly if you know it. You can also filter the search to the Central Resource Library or to a specific local resource library. If you want to retrieve all resources within the Process Repository then ensure the <ALL CENTRAL> group is selected and click Find. |
| 4. | Select a role and click Add Resources To List  . |
| Hint: You can select multiple roles by holding Ctrl. |
To assign a role to a storyboard:
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| 1. | From the Tools menu choose Storyboards. |
| 2. | Right-click the storyboard and choose Properties. |
| 4. | In the Select Roles dialog specify the resource search criteria and click Find. |
Note: You can enter the resource name directly if you know it. You can also filter the search to the Central Resource Library or to a specific local resource library. If you want to retrieve all resources within the Process Repository then ensure the <ALL CENTRAL> group is selected and click Find.
| 5. | Select a role and click Add Resources To List . |
Hint: You can select multiple roles by holding Ctrl.
To remove roles from users, user groups and storyboards:
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| 1. | Select a role from the list of associated roles (on the right) and click Remove Resources From List  . |
| Hint: You can select multiple roles by holding Ctrl. |
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About roles
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