Workflow Roles
Overview
Using Workflow Roles allows you added flexibility when using your workflows by allowing you to dynamically assign a user to a task when the workflow process is started.
For example. You may have a process for reviewing a loan review. That process may have a "Lead Analyst" but it's not know who that analyst will be during the workflow design. Instead of assigning a user or group, the workflow designer could assign a role as a place holder. Then, when the workflow is started, the user will be prompted to designate who will be the "Lead Analyst" for this workflow.
How do Workflow Roles work?
Create a Role
Navigate to the "Roles" sub-tab under the People "tab" and click the "Create a role" button
![Adding a workflow role Adding a workflow role](/assets/help/add_role-0d6c90f56a19f48d75f9615db1d94bfbcbb9a79649694813810ab68132f3ea6c.png)
Using a Role
Assign the role to a task in the Workflow Designer by double clicking on the task and editing the details. You can use any combination of users, groups or roles.
![Assigning a role to a task Assigning a role to a task](/assets/help/assign_role-b8f242459c377f1d7396016785ce57f420e61735fb694bbf1e01b1d638a14882.png)
Assigning a Role
From the "Start" tab. Click on the Start for the workflow.
![Editing a user Editing a user](/assets/help/click_to_start-634a0875eaef73ada3bd161781d798c93617b50214565af06133be78559af26e.png)
Select users for each of the defined workflow roles used in the workflow
![Editing a user Editing a user](/assets/help/assigning_users_to_roles-afb8094a0f3c969a939e0c6bad8020aa927ad54a0b7607037970073f208afaa4.png)