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