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Assigning Roles to Recipients

In this section you will learn how to assign different roles to recipients.
To assign different roles:
  1. 1.
    From your Google Form, open the add-on.
  2. 2.
    Add a recipient.
  3. 3.
    Click the drop-down menu in front of the 'Role'.
  4. 4.
    There are 6 different roles available-
    1. 1.
      can approve- This role is for the recipients that can approve/reject a request.
    2. 2.
      get notification- This role is for the recipients who will get notified only in the process of the approval workflow.
      (For eg. If it is a multi-step approval workflow and a recipient with the Role 'get notified only' is added in step number 2, they will get notified with the status of the approval in step number 1.)
    3. 3.
      get final notification- This role is for the recipients who want to get notified by the final status of the approval request via email.
    4. 4.
      receive pdf- This role is for the people who want to receive a pdf copy for the confirmation of the approval request.
    5. 5.
      take signature- In this role the user has to sign and approve. His/her signature will be visible in dashboard
    6. 6.
      acknowledgement - In this role user has to acknowlegge that they have received this request
  5. 5.
    Select the appropriate role, and click 'Save Settings'
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