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Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.
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Displaying roles
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01. In the main menu, click Control Panel, then check People container and click Roles.
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There are two ways of associating a workflow role with a user:
1s by the role itself.
Add role
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01. In the main menu, click Control Panel, then check People container and click Roles
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02. Click Add.
03. Enter the code and description.
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To avoid inconsistencies, the role code must not contain special characters. |
04. Enter the users who will be part of this role.
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It is possible to add specific fields for a group. E.g.: Department to which this role and/or Person responsible belongs (a coordinator or director). |
06. Click Save.
Edit
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role
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01. In the main menu, click Control Panel, then check People container and click Roles.
02. Select the role you want to edit.
0203. Click Edit.
0304. If necessary, change the role description.
0405. In Users of role, click Add.
0506. Enter the user.
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If you want to delete a determined user from the role, select the user and click Remove. |
0607. Click Save.
Delete role
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01. In the main menu, click Control Panel, then check People container and click Roles.
0102. Select the role you want to delete.
0203. Click Delete.
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It is not possible to delete roles with related users. |
0304. Click OK.
Associate a role with a user
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There are two ways of associating a role with a user: 1s by the role itself. 2nd by the Users/Edit/Register Roles/Add button option. |
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This documentation is valid from the 1.6.5 update - Liquid. If you use a previous update, it may contain information different from what you see on your platform. |
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