Workflow Task Type: Update User Role

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Update User Role Workflow Task Types can add or remove roles from SmartSimple contacts.

This task type is only available for "User" workflows.

WorkflowTaskTypeSettings-UpdateUserRole.png

Task Settings

Acknowledgement Tasks have the following settings:

  • Name - Narrative name for the task.
  • Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
  • Description - Detailed description of the task (optional).
  • Expire After - Intended duration of the workflow.
  • Option - options are Add or Remove. This determines whether the task will add or remove roles from the contact upon which the workflow is triggered.
  • Roles - select the roles that should be added or removed from the contact's profile.

See Also