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Depending on the role, each set of users has a different journey and visibility into the app. When you have set up the permissions and defined the roles, it’s time to start onboarding users. Click the tiles to go to onboarding materials for each user role.

Builder

Creates and manages workflows

Full user

Completes tasks, runs workflows, takes over steps

Manager

Monitors progress and looks for bottlenecks

Portal user

Starts requests and completes tasks