Workflow Group - Adding and Removing Users | Desktop
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.
Select Project Groups, Workflow Group and 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
Commnia Workflows - Overview | Desktop
The Workflow menu enables you to create custom workflow templates, monitor workflow progress, manage documents, and approve documents if you are a document controller. It allows users to track the status of documents, including who has reviewed or ...Builder - Workflow | Desktop
The Workflow menu is where you can create custom workflow templates, check on the progress of workflows, along with managing documents and approving documents if you are a document controller. Document Controllers have access to accept and reject ...Adding and Removing Users from the Procurement Group
Only System Admins can manage the Procurement Group list. Accessing the Procurement Group 1. Navigate to the menu bar icon 2. Click Contacts 1. Select Project Groups 2. Click on Procurement Group The list of users will be displayed. Adding Users ...Reviewer - Workflow | Desktop
With Commnia workflows, as a reviewer, you have comprehensive capabilities to enhance the document review process. You can mark up documents, providing detailed comments and annotations to ensure clarity and precision. Once you have completed your ...How to Create a New Workflow Template
Creating a workflow template is an essential step in determining the structure of your automated workflow process, ensuring that all necessary steps and stages are clearly defined for effective document management and review. Navigate to the menu bar ...