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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.

Section
Activity with a Role
Column
width50%
Panel
title
Patient Referral Workflow

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Column
Panel
titleActiviry with a Role

Image Modified

In this example, the second step (activity) can only be performed by a user with the role Doctor.

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