New Role Assignment Dialog Box

The New Role Assignment dialog box allows you to assign a role to a user.

Field | Description | Rules and Guidelines
This will create role assignments for [number] [objects] | A message that states how many assignments will be created against the number of design parts, users, or roles selected. Click the Show button for a list of the selected objects. | Displays if you selected the top level icon (Users, Role Names, or Product) or more than 5 objects. The Show button displays up to 20 objects.
Assignment Type | The role assignment type. Select Real to grant the role assignment. Select Delegation Candidate to indicate that the user will be assigned the role later for individual change documents or items. This will mean that the object cannot be actioned to the from state of this transition if a user has not been delegated the required role for the transition. | Required. Default: Real.
Product Name | The product to which the role assignment applies. | Display only.
User or group | The Dimensions user or group ID that you want to assign to a role. | Required. Display only if you selected a user.
Project Role | The role to assign. | Required. Display only if you selected a role.
Design Part | The design part to which the role assignment applies. The identified Dimensions users become responsible for the actions of the specified role. These users can also act on subordinate design parts unless a different user is assigned the same role at a lower level. | Required. Enter the design part ID or click the Browse button and complete the Select Design Part wizard to find it.
Variant | Design part variant to which the role assignment applies. If left blank, then the role assignment applies to all variants of the design part, excluding those that have an explicit role assignment. | Optional.
Role Capability | The level of responsibility that can be assigned to the users within the role: Leader, Primary, or Secondary. When the Leader capability is defined in a group of users who have the same role for a given object, only the Leader can update the associated attributes and action on the object. All other users with that role may add only Action Descriptions or user comments. If the Leader role capability is assigned to a user, then the Primary role capability (described below) cannot be assigned to the same user i.e. Leader role and Primary role capabilities are mutually exclusive. The Primary capability for a role in the lifecycle of an object is assigned to the user regarded in the project as having the main responsibility for that role on the object. There cannot be more than one Primary user defined for a role (as applicable to any particular design part or segment of the product structure). If the Primary role function is assigned to a user, then Leader role capability (described above) cannot be assigned to the same user. Secondary users are intended to act as deputies for the Primary. They have exactly the same privileges as the Primary: they can add action comments and also, unless the Leader capability has been assigned, update the object | Required. Default: Secondary.
Project Id | The project/stream to which the role assignment applies. If left blank, then the role assignment applies to all project/streams, excluding those that have an explicit role assignment. | Optional. This field applies to items only.
Report | If specified, an on-screen report will be generated detailing what the result of such a proposed role assignment would be, without actually performing the role assignment—a "what if" report. This option is provided to aid administrators in understanding the impact of making a role assignment change. | Optional. Field displays if a single user, design part, or role has been selected for the role assignment.

Related Topics

Assigning Roles

Deleting Assignments