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In a role-based workflow, you will assign one or more roles to one or more steps (activities) in the workflow. A step (activity) with roles can only be performed by an authenticated user who belongs to one of the assigned roles. Your administrator will have to create the required roles in advance. Once this is done, you will see the list of available roles in the properties for the activity. Simply pick one or more roles as shown in the image below.[[Image:Workflow_Patient_Referral.png|frame|left|Patient referral workflow]]
[[Image:Workflow_Patient_Referral_Roles.png|frame|left|Activity with a role]]
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In this example, the second step (activity) can only be performed by a user with the role Doctor.
===Sending a workflow step to a specific user===
<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] See the [[Vacation_Request_Workflow_Tutorial | Vacation Request Workflow Tutorial]] for detailed, step-by-step instructions.</div>
Sometimes, for example, when approving vacation requests or expense reports, you want the workflow to go to a specific person (the employee's manager rather than any manager). In this situation, roles are not appropriate since any user with the role Manager will be able to pick up and perform the pending request. In this situation, do not select any role and in the User field of the activity properties, enter a template e.g. {ManagerId} as shown in the image below.
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