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Understanding & Configuring Roles
Understanding & Configuring Roles
Jared avatar
Written by Jared
Updated over a week ago

Roles can help you aggregate your users into functional units. For example, you might have roles in your organization such as Graphic Designer, Copywriter, Stakeholder, etc. Watch this brief video to better understand roles, or skip down to the step by step instructions below.

Understanding Roles

This is how you can create and edit these roles in Workgroups:

  • Navigate to 'Configuration > Configuration Dashboard':

Screen_Shot_2017-05-09_at_8.43.55_AM.png
  • Locate the 'Roles' Widget (or click 'Add Widget' and select 'Roles' if it is not present on the Configuration Dashboard):

Screen_Shot_2017-05-09_at_8.48.43_AM.png
  • To create a new role, click 'New Role' and enter the role name in the popup (followed by 'Ok' to confirm):

Screen_Shot_2017-05-09_at_8.51.28_AM.png

...

Screen_Shot_2017-05-09_at_8.53.09_AM.png
  • Refresh the widget by clicking this icon:

Screen_Shot_2017-05-09_at_9.06.06_AM.png
  • Locate the newly created role in widget and click it to open the record:

Screen_Shot_2017-05-09_at_9.08.16_AM.png
  • To add users to this role, click 'Edit' and then 'Select Resources'. A chooser will appear allowing you to select all the appropriate users. Make your selections and click 'Ok', followed by 'Save' on the role record (to retain these changes):

Screen_Shot_2017-05-09_at_9.10.46_AM.png

...

Screen_Shot_2017-05-09_at_9.13.46_AM.png
  • You can also review this brief video on creating roles in Workgroups DaVinci

Creating Roles

If you're following the training plan, please proceed to: Understand and Create your workflow template

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