Overview

Workgroup role types allow agencies to automatically assign workflow tasks to workgroup users based on predefined roles. When a user is assigned a specific role within a workgroup, such as “engineer,” any workflow tasks linked to that role are automatically assigned to the designated user when the workflow is created.

Searching Workgroup Role Types

To manage role types, navigate to Admin > Lookups > Workgroup Role Types. The Workgroup Role Type page lists all available role types.

Creating a Workgroup Role Type

To create a new role type, click the Add Workgroup Role Type button. This opens the Add Workgroup Role Type page.

The following fields are displayed on the Add Workgroup Role Type page.

Populate these fields, then click the Add button.

Editing a Workgroup Role Type

To edit an existing workgroup role type, click the role type name, edit relevant fields, then click the Save button. To cancel saving or return to the list after saving, click the Cancel button.

On this Page

Related Content

• Workgroup Administration

• Workflow Templates