Create the frevvo_finance role

If you do not see the frevvo_finance role in the Role list, follow these steps to install a csv file with the necessary users and roles to complete the Guided Tour.

Workflows route between multiple users and/or roles, which you must first create.

• Click here to download a CSV file.
• Open it in any text editor, make the following changes and save the file.
  
  • Replace YOUR_EMAIL with your email address. This is used for notifications.
  • All passwords default to 123. You may change any password.
• Login as the tenant admin user.
• Click the Manage Users Link.
• Click the upload csv users icon, browse to the CSV file you just edited and click Validate.
• You may see several warning messages. If you see a thumbs down icon in the left column and the message email is invalid in the Error/Warning column, please edit the file, correct the error and try again.

• Click the Load button. You should see something like:  "Users Loaded successfully. 9 Added, 0 Updated, 0 Deleted, 17 Roles Added."
• Logout of the tenant admin user account.

Test the Finance Role

1. Click the Save and Test icon. The  test mode will launch.
2. Fill in the required fields.
3. Upload an attachment if you like.
4. Click on the Authorized Signature field and sign.
5. Click Send to Manager
6. Check "Yes" to approve the PO
7. Click Approve PO and Send to Finance. All users with the frevvo-finance role will receive a notification email that there is a task awaiting their attention. You will see this message "The PO was sent to Finance for processing. An email notification has been sent."
8. Close the Test window.
9. Click the  cancel icon to exit the flow designer
10. Log out of .
11. Click the link in the notification email and login as the finance/hr user (normally f_sue) and go to your task list.