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How to add/update a new user into a Role for your Approval Workflows
How to add/update a new user into a Role for your Approval Workflows
The Customer Success Team avatar
Written by The Customer Success Team
Updated over a week ago

1. Go to [Settings] β†’ [Approval Workflows] β†’ [Roles].

2. Locate the role you want to update and select the [πŸ‘οΈ] to view.

3. Once inside the role, You can then select [+ Role User] to add a new user for the role, or click the [πŸ“] button before the name of the user if you want to delete or change the user in the role.

4. If you click the [πŸ“] button, a pop-up window will appear with a drop-down list. Search for the user that you want to replace, select them, and then once done, just select update.

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