How to setup Workflow Roles and Assign users

This forum allows users to post and respond to "How Do I Do ....." questions. The information contained in this forum has not been validated by K-Rise Systems and, as such, K-Rise Systems cannot guarantee the accuracy of the information.
SteveCap
Posts: 327
Joined: August 26th, 2021, 9:18 am
Contact:

How to setup Workflow Roles and Assign users

Unread post by SteveCap »

Navigate to Workflow Roles page. Link can be found under Setup menu heading.
SetupMenu.png
SetupMenu.png (15.47 KiB) Viewed 4638 times
SetupMenu.png
SetupMenu.png (15.47 KiB) Viewed 4638 times
Use the drop down to select a workflow.
WorkflowRoles.png
WorkflowRoles.png (19.17 KiB) Viewed 4638 times
WorkflowRoles.png
WorkflowRoles.png (19.17 KiB) Viewed 4638 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
WorkflowRoleUsers.png (17.48 KiB) Viewed 4638 times
WorkflowRoleUsers.png
WorkflowRoleUsers.png (17.48 KiB) Viewed 4638 times
On the Workflow Role Users page you can add and remove users for that role.
word count: 106

Tags:
Post Reply