How to setup Workflow Roles and Assign users

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SteveCap
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Joined: August 26th, 2021, 9:18 am
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How to setup Workflow Roles and Assign users

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Navigate to Workflow Roles page. Link can be found under Setup menu heading.
SetupMenu.png
SetupMenu.png (15.47 KiB) Viewed 5659 times
SetupMenu.png
SetupMenu.png (15.47 KiB) Viewed 5659 times
Use the drop down to select a workflow.
WorkflowRoles.png
WorkflowRoles.png (19.17 KiB) Viewed 5659 times
WorkflowRoles.png
WorkflowRoles.png (19.17 KiB) Viewed 5659 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 5659 times
WorkflowRoleUsers.png
WorkflowRoleUsers.png (17.48 KiB) Viewed 5659 times
On the Workflow Role Users page you can add and remove users for that role.
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