# Configuring Batch Release Roles

Admins can configure Batch Release roles to control the assignment of eligible users to perform tasks during the disposition process. For example, a _Batch Disposition_ record may require two (2) roles, an _Owner_ and an _Approver_, to participate in workflows.

Users define these assignments directly from the [Batch Release Execution page](/en/lr/713885/). They can select individual user assignments from a list of users authorized to perform that role on that record.

Admins can configure an eligible application role to constrain which users are available for selection, ensuring user eligibility using [custom or matching sharing rules](/en/lr/33946/).

Admins can configure a field on the _Batch Disposition_ object with the same name as a _Batch_ object field so that Vault automatically copies the value over to the _Batch Disposition_ upon its creation. This makes it easier to build matching sharing rules based on a _Batch_ attribute, such as _Manufacturing Site_.

## Configuration Overview

Complete the following configuration steps in your Vault to support the Batch Release role functionality:

  * Create _Quality Batch Role Assignments_ for each desired role.
  * Navigate to **Admin > Configuration > Pages**, select the _Batch Release Page_, and add the desired role fields to the _Batch Disposition Information_ section.

## Creating Batch Release Role Assignments

To configure Batch Release roles for your Vault, you must define one (1) or more _Quality Batch Role Assignments_ for each desired role on _Batch Disposition_ records. Vault cascades disposition role assignments to their children _Batch Disposition Checks_.

To create _Quality Batch Role Assignments_:

  1. Navigate to **Admin > Configuration > Quality Batch Role Assignment**.
  2. Click **Create**.
  3. Enter a **Label**.
  4. Select _Batch Disposition_ as the **Object**.
  5. Select a **User Field** from the drop-down. You may need to create a _User_ type field on the _Batch Disposition_ object, for example, _Approver_, so that it can be used here.
  6. Select an **Eligible Application Role**. This specifies which _Application Role_ Vault uses to manage eligible users that can be selected for a particular role.
  7. Select an **Assigned Application Role**. This specifies which _Application Role_ Vault assigns to a user in a particular role to grant them record permissions.
  8. Click **Save**.

### Default Role Assignment

Upon creating a _Batch Disposition_ record, Vault automatically populates the _Owner_ field with the owner indicated on the _Batch Disposition Plan_ only if the user is eligible, a Batch Release role configuration exists for that field, and no users are in the _Assigned User Role_ for that record. If one (1) user is listed in the _Assigned Application Role_, Vault populates that user by default upon the creation of a _Batch Disposition_ record. This overrides the default user setup in the _Batch Disposition Plan_. The assigned user must also have the _Eligible Application Role_ if specified.

If Vault assigns more than one (1) eligible user to a particular role, the role field remains blank until roles are assigned on the record.