Specifying Notification Recipients

You specify recipients by their user group and role. The system sends the Notification to all users who have the role you select in the user group you select. You can specify any number of combinations of user groups and roles.

To add recipients:

1. Click Update. The system refreshes the screens with enterable fields.
2. From the Group drop-down list, select the user group to whom you want to send the Notification.
3. From the Role drop-down list, select the role required for Notification recipients.
4. From the Recipient Type drop-down list, select either Primary or Backup.

   • Primary recipients receive the Notification when it is first generated by the Workflow.

   • Backup recipients receive the Notification only if the first group of recipients do not approve or reject the Notification before the timeout period ends.

5. Click Add Recipient. The system adds the user group and role combination to the recipient list.
6. Click Apply.

If you want to specify one or more recipients by name, you must create a user group specifically for this purpose and add the users to the group. Creating user groups requires administrative privileges.