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How do I manage Workflow Managers?

Describes how to add, edit, and delete workflow managers.

You will need the Full Write Workflow permission to perform these actions.

Workflow Managers can view and edit many aspects of their workflow including all tasks and assignments. By default, the person who created the workflow will also be the first Workflow Manager on the workflow. See this article for more information on what they have access to see and modify.ย 

Adding a Workflow Manager

Navigate to the workflow and scroll down so you can see the Workflow Managers section on the bottom-right side of the screen. Click on the pencil next to the title of the field.

A pop up will appear. Use the search box to find the person you would like to add as an manager for the workflow or add them as a new profile and click Save to finish.

Note: If you add a guest as Workflow Manager and want them to handle reassignment requests, they will also need access to search the people directory, either as a guest user or by being given Limited Read People in their permissions.

Removing a Workflow Manager

To remove a Workflow Manager, navigate to the workflow which contains the manager you would like to remove. Scroll to the Workflow Managers section on the bottom-right side of the screen. Click on the pencil next to the title of the field, and then click on the red X button to the right of the person's name.

Note: You must always have at least one Workflow Manager.

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