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Select “Edit Groups” from the “System Administration” menu.
By default “Administrators” group will be displayed in a list and click on to “Add New” button to create a new group.
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After adding members click on the “Done” button and select the “Save” action from the top menu to save changes.
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Create 3 sequential tasks with the following actions;
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“Start Task” will be our start point of workflow which can be started by anyone from the organization. “Sales Approval” will be assigned to the sales team group and when any sales team member approves the task, the workflow continues to the “Completion” task.
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Create a role with the “Sales Team” name to define who is filling this role in the process.
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When role a added designer automatically opens the role definition editor. Click on the “+” icon to add a new row and select “Sales Team” by clicking on the “Assigned To” column.
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