Workflow Roles

Set up the roles that define the responsibilities within the workflow approval process. Each role indicates a specific function or part played in approving a workflow.

For example, in a simple workflow, roles might include 1st Approver, 1st Alternate Approver. In more complex workflows, additional roles may be required, potentially spanning different companies, countries, or departments.

At each stage of the workflow, if there is no one available to forward the record to, the system will display an alert message.