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.

  1. Click on the pencil icon in the process stage to assign the reviewer/role.
  2. Select the role from the options available in the dropdown. Only the users assigned to that role can review the request in that stage.

reviewer attributes

  1. Select Create New from the bottom of the dropdown menu to create a new role.
  2. 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.

create new role

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.

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