Member Role - Grant / Member Role - Edit Workflows

Owned by Seth Petry-Johnson
Last updated: Mar 04, 2022 by Nadine Burroughs
2 min read

Summary

Describes the types of Workflows that are used to manage Member Role data.

Member Role - Grant Role Workflows

A Member Role - Grant Workflow is responsible for assigning a new Member Role to an existing Member, and ultimately marking that Member Role as "granted".

In order to begin the Member Role - Grant Workflow, a user must have access to Step 1 of the Workflow Definition. This can occur in one of two ways:

  • The member actively possesses (Is Granted = true) the Role specified in the To Be Completed By attribute
  • The To Be Completed By attribute is set to "Everyone"

These Workflows can be started from:

As soon as a Member starts a Member Role - Grant Workflow for a Role, the person will "possess" the Role. In system terms, the person will be associated with a Member Role. While the Member will have an active association with the Role, the Member will not obtain privileges associated with the Role until the Is Granted attribute is set to "true." Typically, the configurator will set the Is Granted attribute to "true" using a behavior on the Complete Successfully action. That means if a member starts the Workflow but does not complete it, the member will not have access to associated actions, such as starting an available Application.

The attributes that display on the My Account page are governed by a view on the Member Role - Grant Workflow.

Member Role - Edit Workflows

A Member Role - Edit Workflow is used to modify a Member Role that has already been associated with a Member. Although it is common to use a multi-step process to initially grant a Role, edits are generally less process-based and are often implemented using a single-step Workflow Definition that shows all editable attributes on a single screen. Frequently, the ability to edit a Member Role's attributes is restricted to administrative users.

The "Edit Role" Workflow Popup can be launched from the center area of the My Account page, which shows Roles already associated with the current user.