How to set Default and Required Roles
Click on the ‘Administration’ tab located on the top menu bar and navigate to the administration.
On the Administration Workspace, click on the ‘Default Roles’ tab located on the left-hand side of the screen.
In the Default Roles screen, select the desired workflow from the dropdown options.
Select a role name from the list and click on the ‘Is Default’ or ‘Is Required’ check boxes to make the changes at the administrator level.
Note: Currently within the application, all role that are default must be specified as required.
Click on the ‘Save’ button to save the changes made to the Default Roles.
