Manage the Role Administrator Workflow
This article covers what a Role Administrator Workflow is, how to add new Reviewers to the workflow, and how to assign a Role Administrator to the workflow.
Most applications are assigned to a single, specific reviewer automatically. However, there may be instances where you want to have a group - or pool - of reviewers available to review an application. For example, a Police Sergeant may have a group officers that can complete reviews, based on criteria such as availability or area of specialty.
In that case, applications for that department or agency would go into a holding area rather than being directly assigned. Then, the person responsible for that group's reviews, the Role Administrator, would manually assign the application to one of the reviewers in the group.
In Eproval, this is called the Role Administrator Workflow, which can be enabled on specific Roles in your system. This means that within each permit type you have configured, you can have a combination of roles where applications are automatically assigned to reviewers, and roles that utilize the Role Administrator Workflow and have a group of reviewers.
The workflow itself must be enabled by the Eproval Customer Success Team; however, once it's enabled, the Permit Manager can add and remove users to the group as well as assign users as Role Administrators.
Roles where this is configured will display [Role Administrator Workflow] on the role (go to Tools > Roles to view this). To enable this on a role, contact the Eproval Customer Success Team.
![The role displayed with the role name and [Role Administrator Workflow] highlighted.](https://media.stonly.com/media/images/21ea08af-ec79-4d8d-8cfe-5c2929ac36e9.png?s=9a64279a30ffa1b61751ccb5d51903b2fbfb8320c88f306770ad4c6a37f7fe54ede5169ab5c739008294cd8e9cbcf861cb71177749afb0e054e17360d6bf1971961ab66ebe9f156d6f8c4be5ea248ff22aa80bed9af07edfc6c95ab9ca7326015eadb05cc54bfbd1a4df1935e190155e&w=900&h=470)
Add a User (Reviewer) to the Workflow Group
Reviewers are added to the Workflow Group simply by adding them to the role where the Role Administrator Workflow is enabled, either when you first create the user or by assigning an existing user to multiple role.
If the user does not already exist in the system, follow the instructions on the Create a Reviewer, Permit Manager, or Applicant Account topic.
If the user already exists as a reviewer in the system, follow the instructions in the Assign Multiple Roles to a User topic.
In both cases, assign the role where the Role Administrator Workflow is enabled.
There's no limit to the number of Reviewers you can add to the group. However, we recommend having at least 3 users in the group.
Assign a Role Administrator to a Workflow Group
Once you've added a user to a Role Administrator Workflow Group, you can assign them as a Role Administrator.
Go to Tools > Roles.
Click the name of the Role with the [Role Administrator Workflow] highlighted tag to open it.
Scroll to the Users Assigned to this Role section. Any existing users that have already been added as Role Adminstrator for the role will have the [Role Administrator] tag displayed and highlighted beside it. To add an administrator, ensure the user is Enabled and click Add beside the user's email address.
If you want the Role Administrator to receive all email notifications that get sent to each Reviewer in the group, click the Receive Emails for All Users toggle to On.
Ensure the Enabled toggle is set to On.
Click Add Role Administrator. When you return to the Role screen, you'll see the [Role Administrator] tag highlighted beside their email address.