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Modifying a workflow's membership

This task describes how to add a team member to, or delete a team member from, a project's workflow.

Before you begin

Modifying a workflow can only be performed by a ProjMan or SysAdmin user.

About this task

Use the Add Team Members tool to add users to a project's workflow. When you click this option, Contenta Web displays the Set Project Team Members window.

Select the role for which you want to add or remove a user. Use the pull down menu to select the Role.

  • The list of users in the Available Users field is the list of users assigned to the role you selected; they are not assigned to any task in the project's workflow.
  • The list of users in the Team Members field is the list of users already assigned to the role in the project's workflow.

Procedure

  1. In the tree view, click a project.
  2. In the details view, click the Workflow.
    A graphic of the existing project workflow appears.
  3. Click Edit Workflow.
    The Workflow Editor appears.
  4. Click Add Team Members.
    The Set Project Team Members dialog box appears.
  5. From the Roles drop-down menu options, click a role.
  6. Modify the membership of the selected project's workflow:
    1. Add a team member—In the Available Users field, click a team member, and then click the right arrow once.
      The user now appears in the Team Member field.
    2. Remove a team member—In the Team Member field, click a team member, and then click the left arrow once.
      The user now appears in the Available Users field.
  7. Click OK.