Setting Up a Workflow Group

1. Under the Administrative Console, go to Security Admin > Setup > Manage Workflow Groups.
2. To add a new Workflow Group, select the Add Icon on top of the Admin Console Menu.
3. Enter a New Group ID (For this Example, Group ID is Workflow_DOC_TEST).
4. Enter a Group Title (For this Example, Group ID is Workflow_DOC_TEST).
5. Press Enter or Add Icon (This will insert the new group).
6. Next step is to add the user to the new Workflow Role.
7. On the right pane of the manage Workflow Group menu, search for the user to be selected under the Workflow role.
8. To add the user, double-click on the UsID and/or Name.
9. Select the following as applicable:
10. Enable Workflow Instance Hold Capacity.
11. Choose whether the use from group by Priority by Group or Round Robin.
12. In the assigned user window, move users up or down to select primary vs. backup or the up or down arrow in the top menu.
13. To remove the user from the Workflow Group -> select user -> select Remove User from the top menu.
14. To save changes -> click on Save.

NOTE: User account does not need to be rebuilt.