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SteveCap
Posts: 329 Joined: August 26th, 2021, 9:18 am
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by SteveCap » August 31st, 2021, 2:25 pm
Navigate to Workflow Roles page. Link can be found under Setup menu heading.
SetupMenu.png (15.47 KiB) Viewed 5261 times
SetupMenu.png (15.47 KiB) Viewed 5261 times
Use the drop down to select a workflow.
WorkflowRoles.png (19.17 KiB) Viewed 5261 times
WorkflowRoles.png (19.17 KiB) Viewed 5261 times
You can then add, edit, delete roles. To edit users assigned to a role click on the users link for that role.
WorkflowRoleUsers.png (17.48 KiB) Viewed 5261 times
WorkflowRoleUsers.png (17.48 KiB) Viewed 5261 times
On the Workflow Role Users page you can add and remove users for that role.
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