User Set Up
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      Set Up Workflow User Groups 

      Overview:  

      • Learn how to set up workflow user groups 

      Why Set Up Workflow User Groups? 

      Workflow user groups allow multiple users to share approval tasks, preventing delays if someone is unavailable.  

      How to Set Up Workflow User Groups? 

      1. Search for Workflow User Groups on the top right-hand corner of the page. Select the related link and the page displays.  
      2. Select +New to create a new workflow user group. The new Workflow User Group card displays. 
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        1. Code: Enter a unique identifier for the workflow.  

          Note: The Code field allows a maximum of 20 characters.  
        2. Description: Enter a brief description of the workflow.  
        3. In the Workflow User Group Members section, enter the details of each user: 
          1. User Name: Select a user who is part of the workflow. 
             
            Note: The selected user must exist on the User Setup page. 
          2. Sequence No.: Define the order in which users participate in the approval workflow.
             
            Note: Assign different sequence numbers to users when enforcing a sequential approval process. 

            Note: Users with the same sequence number can approve the request interchangeably. Only one of them needs to approve the request before it moves to the next sequence. 
      3. Repeat this step to add more users to the workflow user group. 

      Note: If a user is both a requestor and an approver, their requests will be automatically approved. To prevent this, ensure a user is not assigned as both a requestor and an approver in the same workflow user group. 

      Note: If multiple approvers exist, only those with a higher sequence number can change the request status to Approved. 

      Note: After setting up the Workflow User Group, proceed to configure the approval workflow using these users. 

       

      What’s next? 

      Find out how to assign users on the Approval User Setup page.  

       

      Need more help?    

      No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.