Set default roles for new actions

If the same people are responsible for whole areas of prevention, you can assign the roles once instead of repeating them on every action.

1. In the project menu, go to Administration > Configuration > Default roles.

2. Find the section for the action type you want to configure. 3. Click the + button next to the role to assign — Manager, Observer or Assignee. 4. Choose between:

• people registered in the project;
• project users, by email.

5. Save.

Roles can be defined separately for the two levels — the action and its session — in every prevention area. The correspondence between the two levels and the name each area uses is in Terminology by action type.

Caution

These roles are inherited by all the actions and sessions created afterwards. They do not change the ones that already exist.

Override on a single action

1. Select the specific action or session.
2. Open the Details panel.
3. Change the Manager, Observer or Assignee fields.

The change applies only to that item. See Manage an action.

Note

To receive notifications, the people selected must be associated with an active account in the project. Alternatively, assign a user by email directly to the role.