Question:
What are the types of Users associated with a Document Workflow within Vault PromoMats and Medical?
Answer:
There are various types of users associated with a workflow:
- Workflow Owner (or Workflow Initiator) is the user who starts the workflow. This user can reassign all workflow tasks, add new participants, email participants, and cancel the workflow.
- Task Owner is the user assigned to a specific task in the workflow. This user can reassign or complete tasks owned by the user. Note that the license type and security profile restrictions may prevent some users from completing certain tasks.
- Workflow Participants are all users with an assigned task in the workflow. The Workflow Owner assigns users to specific roles when starting the workflow. The roles and associated users then appear under Sharing Settings in the Doc Info page.
Related Documentation:
Vault Help Documentation: