Dissociating a document type from a role

As your work process matures, you may need to dissociate a document type from a role.

Note: This can be applied within a Hosted environment, but only within a test server.

For example, if a new graphic artist has joined your team, you may wish to dissociate image document types from the author role (and later associate them with a newly-created graphic artist role).

To dissociate a document type from a role:

  1. Open the Role Manager window.
  2. Click the Lock button (lock manager icon).
  3. In the Roles list, select the role to configure.
    The documents for which this role is responsible appear in the Document Types list.
  4. Right-click the document type to dissociate and select Delete Type.
    The document type, along with its timelines and statuses, are removed for the selected role.
  5. Click Check In Document (check in manager icon).
    Your changes to roles.xml are updated in the Repository.
  6. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web so that users will see the change reflected there.