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Delegate wizard
Use the Delegate wizard to assign users a role on a particular item, baseline, or Dimensions CM request and to specify the capabilities users have within those roles.
On the first page of the wizard, specify the capabilities to assign to a particular role, and the users to assign to the role.
| Field | Description |
|---|---|
| Role to delegate | Select from the available roles on the item, baseline, or Dimensions CM request. |
| Capability |
To set the level of responsibility for the role, select Leader, Primary, or Secondary. For details about role capabilities, see Set up the process model. |
| Available users |
To assign users, select one or more user in the Available Users list, and click Assign >. CTRL+click or SHIFT+click to select multiple users. To replace currently assigned users, select one or more users and click Replace. |
| Assigned users | To remove an assigned user, select the user in the Assigned Users list, and click < Remove. |
| Delegate related items | Requests only: (Optional) Select this option to delegate the items related to the Dimensions CM request. |
To review the summary, click Next. See Delegate wizard (Summary).
See also:
