Help

Project roles

ReFIS Flow - software for digitising and approving documents

The Project roles list contains the roles of people on projects, for example project manager or team member. You choose the role for a person in the project in the field “Role”. Rules for documents can submit a document for approval to all people in the given role on the project.

You will find project roles in the menu Other → Code lists → Project roles. For a role you enter “Role title”, “Role title (plural)” and “Sequence”. You cannot delete a role that is used on any project.