Define Workflow User Roles

Note:

The list of workflow user roles are shared with all projects. User roles are part of the workflow process that can be enabled for each project. Once a user role has been created, it cannot be deleted. However, the Description for the user role can be updated.

  1. Select Admin > Users in the Navigation Menu. The Users tab window displays. The current list of users displays in the top pane.
  2. Select the User Roles tab in the bottom pane.
  3. Click New in the Ribbon Menu.
  4. Enter a Name and Description.
  5. Click Add in the Ribbon Menu.
  6. Optional. Close the Users tab.