User Guide
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Roles

The Roles tab is used to add users to roles within your workflow.
 
Roles
 
1

Project

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

Users

The user list will automatically be populated based on who has permissions to the project.
3

Roles

This tab is used to define Workflow Roles, assign users to those roles and to assign the Document Manager for the Workflow.
4

Edit

Highlight the Workflow Role you wish to edit, then click on the Edit button.  Once changes are made, click Save.
5

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.
6

Delegate/Replace User

Use this option to select a user that will need to have his/her workflows delegated to another user.  Options include the ability to select project(s), delegating or replacing, new or current workflows and end dates.
7

Delegate

This person will receive all workflow notifications and have the same rights as the original User for this workflow role for this project.  The delegate can be used when the original user will be unavailable to fulfill their workflow role.
8

Document Manager

Select a Document Manager for the Workflow. Check the boxes that apply to the Document Managers Workflow rights.
9

Document Manager Notifications

Checking these boxes will determine when/if the Document Manager will be notified during all workflows
10

Document Manager Rights

Checking these boxes will determine what rights the Document Manager will have while workflows are in progress.
11

Workflow Manager CC

You can select one other user who will be copied on all notifications that the Document Manager receives.