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Basic Path

 

01. In the Control panel feature, click the General tab and click on Roles.

There are two ways of associating a workflow role with a user:

1s by the role itself.

2nd by the Users/Edit/Register Roles/Add button option.

02. Click Add.

03. Enter the code and description.

04. Enter the users who will be part of this role.

If necessary, it is possible to remove a user any moment while creating the role, just select the user and click Remove. 

05. To add more information, you should click Register Additional Information.

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.

 

Alternative Path(s)

 

Edit roles

 

01. Select the role you want to edit.

02. Click Edit.

03. If necessary, change the role description.

04. In Users of role, click Add.

05. Enter the user.

If you want to delete a determined user from the role, select the user and click Remove.

06. Click Save.

 

Delete Roles

 

01. Select the role you want to delete.

02. Click Delete.

It is not possible to delete roles with related users.

03. Click OK.

 

 

Speaking of roles...

In Houaiss Portuguese Dictionary, we can search for the following meaning for the word "role": "duty, legal, moral, professional obligation or assignment, function that is performed or fulfilled".

The roles should be registered aiming at identifying the different functions available in the company.

The relationship between roles and users makes the identification of users able to perform determined task in a workflow easier.

Examples of Roles

  • GER - Managers
  • DIR - Directors
  • FIN - Finances
  • PRG - Programmers
  • ANJ - Analysts (Junior)
  • ANS - Analysts (Senior)
  • ADS - System Administrators

Information Register

Roles registrations should be carried out by accessing "Roles" in the Control Panel.

The relationship between User and Roles is established in the User Registration function and when the role is created.

It is important to remember that the same user can be associated with more than one role, according to the functions he or she has.

Use

In the platform, the roles are used to:

Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.

 

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