Proposal workflow steps are primarily comprised of a series roles, each of which can include one or more members per role. Users with college administrator access have the ability to both add users to and remove users from a workflow role.
To make a user change to a role, college administrators can navigate directly to the CourseLeaf Console and click on the Role Management link along the left-side menu under the CourseLeaf heading.
This will open the Role Management tool.
On the left pane under Roles in the Role Management tool, click on the role in which you wish to add a member. College roles will typically be grouped together by their two-letter college code (e.g., IS SCCA Representative or AB Administrator).
With the role selected, click the Green Plus Sign Button to the right above the Members pane.
In the Add Member pop-up window, enter the Penn State user ID of the person who will fill the role. The user ID is the first part of the Penn State email address. (e.g., if the person's Penn State email address is zxy8527@psu.edu, the user ID is zxy8527).
Once the Penn State user ID is entered, click the OK Button.
The newly added user now appears as a member of the selected role.
Click the Done Button to save your changes.
On the left pane under Roles in the Role Management tool, click on the role in which you wish to remove a member. College roles will typically be grouped together by their two-letter college code (e.g., IS SCCA Representative or AB Administrator).
With the role selected, click on the name of the member (found under the Members pane) you wish to remove.
Click on the Red X Button to the right above the Members pane.
An alert will pop-up asking you to confirm the removal of the member. Click the OK Button to confirm.
The user no longer appears as a member of the selected role.
Click the Done Button to save your changes.
