Persisted Roles

What are persisted roles?

Persisted Roles allow you to define that a single user should do more than one task, and have that assignment carry throughout the workflow.

Persisted Roles are sequential. You can only use roles created in previous steps.

• You can set up an Approver, and persist that role as a Signer and Archiver.
• You cannot set up an Archiver, and persist that role as an Approver or Signer. 

How do they work?

• Workflow Owners can hold multiple roles. In Workflow Designer, you can assign the Workflow Owner to more than one approval role.
• Approval roles can persist across a stage. You can configure one approval role to use the assignee from another role. For example, the person assigned to Legal Review can automatically become the assignee for Final Legal Sign-off.
• Conditional assignments can use roles. When configuring an advanced condition, you can select a role as the assignee instead of selecting only a user or group. This allows the selected person to persist into a later role.
• Role assignments appear in the assignee list. When configuring a later approval, earlier roles—such as Approver 1—appear as options for the assignee logic.

Assign a user to multiple roles

1. In Workflow Designer, select the Review or Sign tab.
2. Locate the role you want to make a persisted role.
3. From the Users and groups who can sign/review dropdown, select a role. Any assignment changes made to the selected option (Finance Approver) persist to the current role (Company Signer).
4. Click Save.