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Add New Role - General

To create a new role under the General tab, enter the following information:

  • Role Name
  • Approval Condition

Adding a New Role

  1. To add a new Role, click Add New Role from the Role Tasks navigation menu.
    Add New Role menu option in the Role Tasks navigation menu
  2. This will open the Role Editor to the General tab.

    Role Editor window opened to the General tab
  3. In this window, you will see a list of Predefined Approval Conditions.
  4. Select all relevant conditions from the list and click OK.
  5. If the predefined conditions are missing something you need, click the Create New button located at the bottom of the Predefined Conditions table.

 

 

For detailed instructions on creating a new condition, please refer to this article.