Setup Functional Roles

The Functional Role Manager allows you to define named roles that can be reused in workflows for routing, notifications, and approvals.

How to Configure

1. Select your profile icon in the top-right corner.
2. Select Setup.
3. In the left pane, select Functional Roles.
4. Select Create New.
5. Enter a Functional Role Name.
6. Select Save.

Assign Users to a Role

1. Select View on the role.
2. In the Assign Users to Role section, choose a user from the dropdown.
3. The selected user will be added to the role.
4. Use the trash icon to remove a user if needed.

Other Actions

• Use the red trash icon on the main list to delete a role.
• Use Import and Export from the left pane to manage roles in bulk.

Functional roles can be referenced in various workflow engines and modules for task assignment and routing.