Assign roles to a section - j5 - 28.0 - Help - Hexagon

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2019

Roles are assigned to a section on the Sections configuration pane.

To assign a role to a section (editing rights or approvals):

  1. Select the section you want to assign the role to in the section window at the top of the Sections configuration pane.

  2. Scroll down to the Section Edit Permissions section or Approvals section on the pane.

    The sample IndustraForm templates use the Section Edit Permissions setting to control who can edit each section. Only roles assigned to the section can complete, sign, and submit the section.

  3. Select Role Based... from the Add permission or Add approval option lists. The Choose a Role Based... window appears.

  4. Select the role you want to assign and click OK.

    You can only assign one role at a time. To assign another role to the section, select the Add permission or Add approval option list again.

  5. If you want a different label for the role (other than the label configured on the Roles tab), enter a label in the Label (Optional) box.

To delete a role’s assignment, click to the right of the assigned role. If the isn’t visible, stretch the configuration pane wider.

For a demonstration of working with roles refer to the following video: