Assign roles to a requirement
Assign a person, company contact, or site role to a named requirement role directly from the requirement screen. This lets you show who is responsible for each role and update assignments without leaving the standard.
Before you start
You need the Manager or Admin role for the Standards module. The requirement must already have roles defined; if it does not, a standards admin must add them in the draft standard first.
Assign a role holder
Open the standard requirement you want to update.
Scroll to the Roles section. Each role shows a Required or Optional badge.
Next to the role you want to fill, click Assign (or Change if it already has a holder).
Choose a Holder Type:
User — a team member with an account on this site.
Person — a personnel record for someone who does not have a user account at this site.
Company — a company record at this site.
Person From Company — a contact linked to a company at this site. Select the company first, then choose a contact.
Group — a site group whose members share accountability.
Fill the matching fields. For example, select a user from the Select User picker.
Click Save Assignment.
Clear a role assignment
On the requirement screen, open the Roles section.
Next to the assigned role, click Change.
Click Clear Assignment.
Owner role constraints
The Owner role can only be assigned to a user who has Standards access at this site. If no eligible users appear, the picker shows No users at this site have Standards access. Ask your site administrator to add Standards access for the intended user.
If an Owner was inherited from the adoption default, saving an assignment on the requirement creates a requirement-level override. Clearing the assignment reverts the requirement to the adoption default if one exists.
If you need to change the holder for a site role that is used across many requirements, update it on the Role Holders page instead. That change cascades automatically.
Next steps
To define or edit the roles available on a requirement, see Set up roles and attestation for a draft requirement.
For an overview of how site roles and requirement owners work together, see Roles and Owners in Standards.