Deleting a Participant

When participants are no longer involved with this workspace, or they are not responsible for a process or task, delete them from the list of participants.

While the workspace is in Draft state, you can only delete participants from the Organization work area. In any other state, you can only delete participants from the Workspaces work area. For more information on the workflow states, see "Workspace Properties Workflow States".

Your security role must have permission to update the workspace document. For more information, see "About Security Permissions".

To delete a participant

  1. Open the Workspace Properties register.
  2. Select the Workspace Properties document.
  3. Click the Key Participants page.
  4. Click Edit.
  5. Select the check box next to the participant to delete.
  6. Click Remove Line(s).
  7. Click Save. When saving, you also have the option to synchronize your edits.

 

Note:

  • If you remove a participant from the Participant list, Proliance does not remove this user from the workspace.

Tip:

  • To delete more than one participant, select the check boxes next to them in the Participant's tab and click Delete.