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 to a role. Multiple users can be assigned to a role.
- Click on the pencil icon in the process stage to assign the reviewer/role.
- All the existing roles that are created by you are shown here. 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 while creating a flow. You can also create a role from Admin -> Users, Roles and Permissions -> Roles.
- Give a name to the new role that you want to add (Ex: Team-Leader, Senior-Manager, etc.). You can assign users to a role while creating a flow. If you haven’t assigned users while creating a flow then after publishing the workflow you can assign users from Admin -> Users, Roles and Permissions -> Users or Roles.
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 Admin ->Workflows.