How to setup Workflow Roles and Assign users
Posted: August 31st, 2021, 2:25 pm
Navigate to Workflow Roles page. Link can be found under Setup menu heading.
Use the drop down to select a workflow.
You can then add, edit, delete roles. To edit users assigned to a role click on the users link for that role.
On the Workflow Role Users page you can add and remove users for that role.
- SetupMenu.png (15.47 KiB) Viewed 4649 times
- SetupMenu.png (15.47 KiB) Viewed 4649 times
- WorkflowRoles.png (19.17 KiB) Viewed 4649 times
- WorkflowRoles.png (19.17 KiB) Viewed 4649 times
- WorkflowRoleUsers.png (17.48 KiB) Viewed 4649 times
- WorkflowRoleUsers.png (17.48 KiB) Viewed 4649 times