Deciding collaborator roles at the Document level

[Former Member]

Hi,

I have created a few collaborator role deifinitions which are reflecting in the drop-down, under the roles in collaborators during document creation.

But I am unable to understand, which role should appear for which document type.

for Example, there are a few roles coming during project creation and few others while X-press service request creation.

Please let me know how can I decide that a particular role should appear in the roles drop-down of project creation only and another role should appear in the X-press service request creation only.

Thanks,

Vaishali.

[Former Member]

Hi

In collaborator role definition, you can specify whether a role is meant for a document or report using Role Usage. Also each collaborator role is assigned an object level security profile which determine the access rights. e.g. a report developer role with role usage: Report would not be available during creation of project.

Regards

Mudit Saini