Role assignment for Contract Approval

All Users (Actors) who take part in the approval process also need to have the corresponding security roles to be able to view and process the Contract Redline Documents in Process Automation. To allow this, a security administrator needs to go to the Role business class.

  1. From the Role List, open the InbasketApprover_ST role.
  2. Add Actors to the role on the Role Assigned To Actors tab. This is usually the same set of Actors that were set up as Users in the Process Server system.