Roles are the specific users and groups who play a part in the workflow. There are two types of roles in workflows:


  • Primary roles include the main person or group working through the process, as well as any supporting persons or groups related to the main role, such as a Spouse or References.


  • These are the administrative groups that help the main person or group complete the workflow. 

  • Secondary roles can have one-on-one, one-to-many, or many-to-many relationships with primary users.


Example: An applicant ( primary role) is applying to serve with an organization. They must list several references (additional primary roles). A coach (secondary role, one specific coach to one specific applicant) helps them through the process, a committee reviews the applicant (secondary role, many committee members in a group to many applicants), and a director approves the applicant at the end of the process (secondary role, one director to many applicants).

Note: If you are using variables in your workflow they will not automatically update if you change the name + alias of a role. A best practice is to ensure the alias remains the same even if you update the title.


Modified on Mon, 18 Sep, 2023 at 3:22 PM

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