Adding Participants to a Workflow

You can invite network members to a Workflow. Assigned users will automatically join the Spaces and Board in the workflow.

Please follow the steps below to add participants to a workflow:

1. Open an active workflow. An active workflow has a checkmark icon.
   NOTE: You can only assign user on an active workflow.
   
   
2. Click on the Add Participants button on the top right
   
   
3. You can add the user by name and by roles. Click on the tab to change the way you add the user.
   
   
   If you invite the user by name, click the Add User button. A pop-up will be shown and you can start adding the users from the list.
   
   If you invite the user by roles, click the Add Role button. A pop-up will be shown and you can start adding the roles to assign by checking the box.
   
   
4. It will take a while to process the newly assigned user. It will show "Processing" status while it's being processed. After the process is done, the user will automatically join the Spaces and Board in this workflow. You can remove the assigned user from the workflow for future changes, but the existing workflow's spaces and boards will still be shared until you remove them manually.