Add New Role

The setup of a Worklfow starts with the creation of a Role. You can consider it as a Role Based User Group.  

To create a Workflow go to the Role Tasks navigation menu can be found under the Workflow Manager module from the top you your screen.  

To add a new role go to Add New Role option from the Role Tasks navigation menu on the left side of the screen. 

This will open the Role Editor window with 3 main tabs: 

• General 
• Approvers 
• Approver Groups 

Watch the video below about Adding a New Role.