Manage Workflow Access Permissions for Modules and Projects

Pre-requisite: Import the module before you begin to define access and permissions

Access the Module Setup within the Project Settings and open the relevant module. Next, from the Workflows menu, click the drop-down lists next to Users, Groups, and choose the appropriate value from the list. Save your settings.

Access Workflow Manager within the Project Settings and open the relevant module. Next, from the User Permissions section within the Workflow Manager page, specify the members and corresponding roles for each step of the workflow. Save your settings.