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Creating a New Participant

From the Organization work area, you can create new workspace participants for your workspace. You may have up to a maximum of ten participants for each workspace.

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

To create a new participant

1. Open the Workspace Properties (Workspaces work area) or the Manage Workspaces register (Organization work area).

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

2. Select the Workspace Properties document.
3. Click Edit.

If the Edit button is unavailable, you do not have security permission to edit participant's details. Contact your workspace administrator to request permission.

4. Click the Key Participants page.
5. Click Add Line.
6. Enter the display name, title and a brief description for the new participant.
7. Click Save. When saving, you also have the option to synchronize your edits.

The new key participant document is saved.