Manage Roles

On this page:

Roles are used in workflow steps to approve, sign, or review documents.

Add a Role

1. Choose Configuration from the main menu.

2. Choose Roles.

3. Click 

   Add

   .

4. Enter a Name and Description for the job type.

5. Click Save.

Adding a Staff Member to a Role

1. Choose Configuration from the main menu.

2. Choose Roles.

3. Click Edit on the role you wish to update.

4. Click Add.

5. Select the checkbox on a staff member record and click Save. The staff member is added to the Role Members section. 

6. Click Save.

Edit Relationships

1. Choose Configuration from the main menu.

2. Choose Roles.

3. Click Edit on the role member record.

4. On the Staff tab, click Add on the staff member record. The staff member is removed from the Staff section and added to Relationship Members.

5. Click the Groups tab.

6. Click Add on an available group. The group record is removed from Available Groups and added to Relationship Groups.

7. Click Done.

8. Click Save.