Users New, Adding a New User, Workflows
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User, Adding A New User, Workflows

User Workflow functions and Responsibilities

Is the User a Workflow Manager?

Check the checkbox if the user is a Workflow Manager. Workflow Managers can view other Users workflows if they are defined as their Supervisor via the Task Manager or they can allocate Workflows to other Users.

Supervisor

Select a supervisor from the dropdown list.

  • Workflow Managers can view other User's Workflows (if the User has the Manager defined as their supervisor) in the Task Manager and also allocate Workflows to Users.

Categories

Define the Workflow categories that this Workflow Manager can allocate. A Workflow Manager can allocate a User to unallocated Workflows that match this range ie. Workflows based on Workflow Types with a category that falls within the specified range.

  • Click on the Next button to proceed, click Back to go back a page or click Cancel to cancel adding the user.