Add New Role

Steps to Add a New Role

1. Go to the Workflow Manager module located at the top of your screen.
2. Select the Add New Role option from the Role Tasks navigation menu on the left side of the screen.
   
3. This will open the Role Editor window, which contains three main tabs:
   1. General
   2. Approvers
   3. Approver Groups

Watch the video below for a detailed visual guide on Adding a New Role.