Introduction
The User tab allows system admins and application admins to manage an app's users. App users can be individual users, roles, or groups. Using the Approval tab, admins can then add app users to approval chains for advanced workflows.
This article covers:
- Navigating to the User tab.
- Viewing app users.
- Adding contributors.
- Adding reviewers.
- Adding approvers.
- Removing app users.
- Resources for further learning.
Tip: Explore other ways administrators can configure and customize apps here.
Navigation
Follow the instructions below to go to the User tab.
1. Go to Administrator and select an application.
2. Expand Apps and go to an app.
3. Go to User.
You will land on this page:
View app users
Upon reaching the tab, you will see a list of all the app's users. The column values provide key information about users.
Column | Description |
---|---|
Assigned | The user, group, or role and their assigned workflow role(s). |
The email of the user, group, or role. |
Add contributors
Contributors can create new app instances, modify data, and submit changes for approval in advanced workflows.
Contributor
Adds a user, group, or role as a contributor to the app.
Add reviewers
Reviewers can view and comment on app instances but cannot modify data or approve app instances.
Note: The Reviewer action is disabled when the app's Workflow Type is set to Basic in the Configuration tab. Change the setting to Advanced and to add reviewers.
Reviewer
Adds a user, group, or role as a reviewer to the app.
Add approvers
Approvers can modify data and either approve or reject submitted changes.
Note: The Approver action is disabled when the app's Workflow Type is set to Basic in the Configuration tab. Change the setting to Advanced and go to the Approval tab to configure approval chains with reviewers and approvers.
Approver
Adds a user, group, or role as an approver to the app.
Remove app users
The User tab offers the following action to remove app users.
Remove
Removes the selected user(s) from the app.