How do I create a new role?

A particular position or status of a person in an organization is known as a role. Ex: Manager, Admin, Sales Executive. Users can be assigned to a role in the Users settings. One user can be assigned to multiple roles and one role can be assigned to multiple users.

Click on the Admin ->Security from the left menu. In the Security Settings, click on the Roles. The roles are listed here along with the number of users assigned to a role and the number of workflows assigned to a role.

role icon

Click on the number of users to see the user details in the specific role. Click on the number of workflows to see the workflow and stage where the role has access. Click on the ‘+‘ button to create a new role.

role set

Note: Ensure that the role is not assigned in a review role in any of the stages in a workflow. Reassign the reviewer for the stage before deleting the role.

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