Roles

The Roles tab is used to add users to roles within your workflow.
 
Navigation Path:  Workflow>Setup>Role Manager
Roles
 
1

System Level

Select the Project, Program, or System level that the role is going to be used for. 
2

Roles

This tab is used to define Workflow Roles, assign users to those roles and to assign the Document Manager for the Workflow.
3

Users

The user list will automatically be populated based on who has permissions to the project.
4

Add

Click to add a new role.  Type the role name in the role column, then use the drop down menu in the user column to select the user to assign to the role.  Once complete click Save.
5

Edit

Highlight the Workflow Role you wish to edit, then click on the  button.  Once changes are made, click Save.
 
 
Note:  You can also drag and drop users from the left hand side to the role in the right hand side

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