Workflow Manager Permissions

Workflow Managers can be added to a workflow to oversee, manage, and own the workflow itself. These individuals will be given access to the applications outside of the regular flow of the application based on the permissions assigned to them.

Note: This role is updated in the workflow itself and is not part of the system-specific roles detailed in the Configuration > User Management resources.

Tip: If a user needs to be able to view applications without taking any actions (i.e., view only), add them as a Workflow Manager and deselect all permissions.

Note: Multiple Workflow Managers can be added to a workflow.

  1. Navigate to the Program Setup > Workflows area.

  2. Either create a new workflow or edit an existing one.

  3. Select the Workflow Managers tab.

  4. Select the Manage workflow button.

  5. Choose Add workflow manager from the field that appears.

  6. In the Add Workflow Manager screen, take the following actions.

    1. Select a user from the field.

    2. Specify the actions this user can take in the Application Manager. These actions include:

      Warning: These actions will be available to the Workflow Manager outside of the regular flow of the application.

      • Approve

      • Decline

      • Award/Pay

      • Archive/Unarchive

      • Notify of Status

      • Route

      • Update cycle

      • Update status

      • Manage collaborators

      • Send reminder

      • Add merge document

      • Add tags

      • Update program

      • Delete applications

      • Cancel applications

    3. Specify the actions this user can take for draft applications. Actions include:

      • View communications

  7. Save all changes to add the new Workflow Manager to the workflow.

  1. Navigate to the Program Setup > Workflows area.

  2. Either create a new workflow or edit an existing one.

  3. Select the Workflow Managers tab.

  4. Select the pencil icon next to the Workflow Manager.

  5. In the Add Workflow Manager screen, take the following actions.

    1. Specify the actions this user can take in the Application Manager.

      Warning: These actions will be available to the Workflow Manager outside of the regular flow of the application.

    2. Specify the actions this user can take for draft applications.

  6. Save all changes to update the permissions.