How do I assign reviewers to a process stage in a workflow?
A role-based security model is implemented in Cflow. Each process stage is assigned a role. Multiple users can be assigned to a role. You can assign users to this role in the Admin -> Security -> Users.
- Click on the pencil icon in the process stage to assign the reviewer/role.
- Select the role from the options available in the dropdown. Only the users assigned to that role can review the request in that stage.
- Select Create New from the bottom of the dropdown menu to create a new role.
- Give a name to the new role that you want to add (Ex: Team-Leader, Senior-Manager, etc.). You can assign users to this new role in the Admin -> Security -> Users.
Note: After the workflow is published, all changes to the workflow such as form designer, inserting new stages, additional rules have to be done in the Control Center.