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Add Member Dialog Box

Use the Add Member dialog box to add users and groups to a role.

To open the Add Member dialog box, in a transition's Properties dialog box, select Parallel as the transition Type and click Add Role on the Roles tab. In the Add Role dialog box, click Add Member.

User/group list Lists all users and groups that are defined in the vault database.

Expand All Users or a group to select individual users as members of the role. If you select a user that belongs to multiple groups, the user is selected in the other groups as well.

When you select a group without expanding it, the group becomes a member of the role, but the individual users do not.

Make sure that you add enough members to the role with access to the directory where the transition will be used to meet the required number of users.

Groups can have users with different directory access. When you add users to a role by selecting a group, check how many members of the group have access to the directory where you want the transition to be run. If you require three users to approve the transition for files in folder X, you must add at least three users to the role who have access to folder X.

Filter Filters the list to include only users and groups whose names contains the filter string.


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