Workflow Group - Adding and Removing Users | Tablet
The Workflow group is a default group, getting created automatically with the project and it's found in Project Groups.
Workflow Groups
Workflow Group members have the following privileges within their project.
Members will be notified when documents are marked as ready for workflow.
Members have the ability to change status of documents from Pending to Ready for Workflow
Members have the ability to accept/reject documents
Adding users to the Workflow Group
To add or remove users from the workflow group, navigate to the main menu and select Contacts.
1. Select Project Groups,
2. Under the Group panel, select Workflow Group
3. Click on Add users to group.
Search for them by Name, Project or Directory
Once you have finalised your selection click on 'Add selected users'.
Removing users from the Document Controller Group
Select user/s by clicking in checkbox inline with the contact, then click Remove users.
At the prompt, confirm you wish to remove them
Related Articles
Workflow Group - Adding and Removing Users | Tablet
The Workflow group is a default group, created automatically with the project and is found in Project Groups. Workflow Groups Workflow Group members have the following privileges within their project. Members will be notified when documents are ...
How to check which Project Groups a user belongs to | Tablet
Default group (Document Controller List, Procurement Group and Workflow Group) rules: Only System Administrators or users part of the default group can add users to the group. Only System Administrators can remove users from default groups. View a ...
How to Change Email Address | Tablet
Navigate to the menu bar icon and click Contacts. Begin by searching for the user using the Search bar. Once the user is found, click on the vertical ellipsis (...) button on the far right of the screen and select Change Email. A prompt will appear ...
How to Create QR Code for your Package | Tablet
In Commnia you can create QR Code for Packages allowing you to share it with your external stakeholders for easy access. This also allows you to modify the documents in the package without having to constantly share different links as long as you've ...
Document Register Access per project for External Parties | Contacts | Tablet
In Commnia, you can grant project-specific document access within the register to an external user, ensuring they only see files relevant to that particular project. This access level simplifies collaboration, removing the need for multiple ...