Roles determine the type of responsibility and level of security a user has in the administration process. The Workflow Roles button located within the Entry Options tab allows you to associate a Workflow Role to a User.
A Workflow Role may be needed if the work process requires review/approval by a role, at some point in the workflow, that does not fall under any of the readily available, out-of-the-box manager roles (project, group, approval, functional), or that is designated to only specific users.
This article details how to associate a workflow role to a user.
Note: Before assigning Workflow Roles with a User you must create these Workflow Roles.
- From the Icon Bar click Setup
. - From the Navigation Menu click Organization.
- From the available options select Users.
- Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.
Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.
- From the User Edit page displaying, expand the Entry Options menu item.
- Click Workflow Roles.
-
Select the required Workflow from the following options:
- Expense
- Invoicing
- Leave Request
- Project
- Resource Request
- Timesheet
- Work Item
Note: By default Timesheet is selected.
- Select the appropriate Workflow Role(s) from the available table on the left.
- Click the Add
button to move the selected Workflow Roles to the selected table on the right.