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Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.
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Basic Path
01. In the Control panel feature, click the General tab and click on Roles.
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There are two ways of associating a workflow role with a user: 1s by the role itself. 2nd by the Users/Edit/Register Roles/Add button option. |
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04. Enter the users who will be part of this role.
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If necessary, it is possible to remove a user any moment while creating the role, just select the user and click Remove. |
05. To add more information, you should click Register Additional Information.
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It is possible to add specific fields for a group. E.g.: Department to which this role and/or Person responsible belongs (a coordinator or director). |
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04. In Users of role, click Add.
05. Enter the user.
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If you want to delete a determined user from the role, select the user and click Remove. |
06. Click Save.
Delete Roles
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01. Select the role you want to delete.
02. Click Delete.
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It is not possible to delete roles with related users. |
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