Assigning Workflow Rules to Roles
From the Administration menu select Roles. The User Role Search page will be displayed listing all current Roles.
Enter a name into the Role Name search field and click the Search button on the page footer to search for an existing role.
Click on the row containing the Role you wish to assign Workflow Rules to.
The Role Page will be displayed with the Role Details tab in focus.
Select the Workflow tab.
The Workflow tab enables you to assign Workflow Rules to the Role dependent on the modules you have. Available Workflow Rules unassigned to the Role are displayed in the left-hand column and Current Workflow Rules assigned to the Role are displayed in the right-hand column.
Select the Workflow Rule you wish to assign to this Role from the left-hand column.
If you wish to select multiple Workflow Rules, first select one, hold down the Ctrl key on your keyboard and select additional rules.
Click the single arrow icon to move the Workflow Rules to the right-hand column.
Click the double arrow icon to move all Workflow Rules.
Unassign Workflow Rules from Roles
Select the Workflow Rules you wish to unassign from this Role from the right-hand column.
If you wish to select multiple Workflow Rules, first select one, hold down the Ctrl key on your keyboard and select additional rules.
Click the single arrow icon to move the Workflow Rules to the left-hand column.
Click the double arrow icon to move all Workflow Rules.
Copy Workflow Rules to a different Role
Current Workflow Rules assigned to the selected Role can be copied to a different Role in bulk if required.
Click the Copy Workflow Rules button to open the Role Lookup Selection.
Search for and Select the required Role.
The selected Role details page will be displayed and details can be amended as required.
Click Save.