Admin and Builder users can assign workflows to be completed by any other user (see description of user types here).
The receiving user will be notified via email that they have an assigned workflow to complete. The process is as follows:
- To assign a workflow, click the "Assign Workflow" icon on the dashboard, select the assignees, and click "Assign Workflow."
- When the receiving user logs in to their Gavel account, they will see the assigned workflow in the "My Workflows" section of their dashboard.
- This workflow will remain in the "My Workflows" section of the user's portal until the assigning Builder or Admin revokes access.
To revoke access to a workflow, click the "Assign Workflow" icon and click the x next to the assignees for whom you would like to revoke access.
Admin and Builder users can also share workflows with editing privileges as described here.