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Assign a Code to a Workspace Role

Resources Overview > Role List Overview > Workspace Role List > Modify Workspace Role Details

With potentially hundreds of resources in use across the organization, role codes provide an efficient means for tracking and sorting roles for reporting or analysis. You can assign as many codes as necessary to categorize your roles. Codes can be added and configured in the Codes dictionary or added during the assignment process.

To assign a code to a workspace role:

1. Navigate to the workspace role page
   1. In the object selector, select a workspace.
   2. In the sidebar, hover over  Resources, and select Role List.
2. In the table, select the role.
3. Select the Codes detail window.
4. Select Assign.
5. In the Select Code dialog box, expand the code, and then select the code value.
6. Select Select.
7. All changes made to this page are saved automatically.

Tips

• The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.

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Last Published Tuesday, May 21, 2024