Columns
These people, groups and roles can access the route and can be assigned
tasks. If the check box next to a member's name is grayed, the member's
task has already been created. People who have temporary access to the
route because a task assignee delegated the task to them are not listed.
Workspace Leads for the workspace can also view routes, if they are a
route member.
Column Name |
Description |
Name. |
The name of the person, group or role
added to the route. You can click to view the person's Properties page. |
Type |
Distinguishes between people added individually,
groups, and roles. |
Organization |
The organization the person belongs
to. This is blank for groups and roles. |
Access |
Shows the access each member has for
the route. For a description of each access level, see Route Members and Access. When viewing the members for a route
template, the Access column is not included. |
Actions Menu and Page ToolbarThis table describes the available actions.
Action |
Description |
For details, see: |
Add People |
Adds individuals to the route. A task is added to the route for each person, group, role, or member
list. |
Searching Using the Consolidated Search Form |
Add Group |
Adds groups to the route.A task is added to the route for each person, group, role, or member
list. |
Searching Using the Wizard |
Add Role |
Adds roles to the group. A task is added to the route for each person, group, role, or member
list. |
Searching Using the Wizard |
Add Member List |
Adds member lists to the group. A task is added to the route for each person, group, role, or member
list. |
Searching Using the Consolidated Search Form |
Remove |
Removes the selected member from the route; click OK to confirm. |
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The search results are filtered automatically by the system according
to the route's scope. If the scope for the route is a workspace, only
people, groups, and roles within that workspace are listed on the search
results page. If the route's scope is Organization, only members of the
specified organization are listed.
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