Overview
Workflow is a standardized functionality of the FreeBalance Accountability Platform that enhances flexibility to manage transaction lifecycle, enable flexible levels of approvals and generate corresponding alerts. By configuring the workflow functionality, users can, in real-time, modify the system to support their changing business processes without any customization. Users participate in the Workflow according to their User Role. As an example managers can have the User Role ‘Accountability Approver’. The User Role function enables creation of User Roles and assignment of Users to a User Role.
Navigation
Admin ► System Security ► Workflow ► User Roles
User Role screen Fields and Tab
| Fields | Description |
| Code | Unique identifier, automatically populated by the system |
| Language | Language chosen to register the Description |
| Description | Full description of the objectives of this role, comments, and observations |
Application user and institution are related to the User Role from this tab.
For details regarding User Role Application Users, refer to the link below: