Manage User Role Memberships

"Workflow Manager" users will be assigned a role within their Workspace which provides them with the appropriate permissions to carry out their work.  These roles determine the privileges that the user is assigned and related functionality that is available to each user.  

1. Click on the  drop down menu at the top of the screen

2. Select Roles – Assign To Workspace

3. Select Roles required from options on the left

 Roles should be selected to represent user roles within a Workspace i.e. Workspace Administrator

4. Click on  Assign

 All roles will become available  but may be removed by selecting   to delete the role

 Roles can be edited by using the assign and remove buttons to add and remove privileges

 Form level Role definition can be done as follows

Useful Links:

User Privileges

Assign Roles to Users