Participant Parameters for Assigning Roles Automatically

You can use rules to automatically assign roles to participants. The Run Participant Assignment process compares the attributes of participants with participant assignment rules and generates proposed assignments.

Settings that you make using the Participant Parameters region of Manage Parameters determine whether or not proposals require review and approval to be made active.

Review and Approval of Role Assignment Proposals for New Participants Parameter

If you select Required, then every assignment proposal for a new participant requires review, approval, and submission to become active. If you select Not Required, then the role assignments are active after the Run Participant Assignment process runs. The default setting is Not Required.

Review and Approval of Role Assignment Proposals for Existing Participants Parameter

You have several choices for participants who already have an assigned role. If you select Not Required, then the role assignments are active after the Run Participant Assignment process runs. Your other choices are to require review and approval for role deletions only, role updates and deletes only, or for all role assignments. The default setting is Required.