Create a Role

1. In [Settings] [Approval Workflows] [Roles] click the green [+] button to create a new role, which we will later attach to a workflow.

Note: You will need to create a Role for each User that appears in a workflow.

2. Name the new Role and hit [return] on your keyboard to save. Select the [View] icon to access the Role and assign users to this role.

3. Click on the green [+ Role User] button to add a User to the Role.

Search for the user you want to add to the Role. Repeat this step if you want to add more users to the Role.

To add a role to an approval workflow, see our help guide here. To add a role to an internal stock requisition workflow, see here.

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