Manage Workflow Roles

Use this screen to enter the roles and associated users for your workflows.

The role designation allows for activities and messages to be sent to the appropriate individual's electronic workflow inbox (and e-mail, if available). Role represents the qualification of the participants who perform specific workflow activities. Examples of roles include Account Manager, Payroll Clerk, and System Administrator.

When you have completed your entries, click to update the table.

Because the role designation is necessary to determine where to route activities and messages, you must set up roles in this screen as one of the first steps in designing workflows and before adding data to the Manage Workflow Models screen. When you have set up an activity in the Manage Workflow Models screen, you can enter roles in either the Activity or Activity With Options subtask. If you want to filter the role, you must first set up the Filter field in the Manage Workflow Role Filters screen. Although you can add to, delete, or change the information in this screen at any time, use caution in timing your edits because they could affect records sent to individuals' electronic workflow inboxes.