Roles enable you to assign specific responsibilities or ownership of steps within a workflow to team members dynamically.

By assigning roles based on collected information or predefined criteria, you can ensure that the right team members are responsible for the right steps within a workflow.

When a step with a role becomes active, the person attached to that role will receive an email notification.

Start by identifying steps within your workflow where ownership or responsibility needs to be assigned.

Reference Person fields to dynamically assign roles to team members.

For example, in an Employee Onboarding flow, you can assign the HR role to a specific team member selected in the Person field that you named "HR." You can assign the HR role for steps related to confirming start dates or reviewing employee information.

Customize role assignments based on the specific requirements of your workflow.

Make fields required to ensure essential information is provided before proceeding to the next step.

Assign roles such as HR, IT, manager, or other relevant positions to streamline workflow ownership and accountability.

By assigning roles, you streamline workflow ownership and ensure that tasks are efficiently managed by the appropriate team members.

Facilitate collaboration between different departments or teams by assigning roles based on their expertise or responsibilities.