Workflow roles can be assigned/updated at any time by an authorized user via the User Maintenance screen, but during the configuration process, you may require a more efficient way to add/edit workflows for a large volume of users. Typically, submitters will have the same approvers and reviewers for all of their accounts, therefore our recommendation is based on this assumption. You may need to tweak this process if a submitter has a different approver and/or reviewer for some accounts. 


  1. Begin by downloading the Elements table from the 'Download Data' option in the Admin menu.  
  2. Populate all of the submitter's User IDs in the "SubmID" column. 
  3. Once the submitter IDs are populated, filter to one submitter on the SubmID column. Enter the User IDs for the Approver and Reviewers in the appropriate columns. The approver's User ID should go in the "ApprID" column and the reviewer's User ID should go in the "RevwID" column. Copy and paste the ApprID and RevwID for the remaining Submitter's accounts. 
  4. Repeat step 3 for each Submitter.
  5. Insert “c” in the action column for any row updated.
  6. Save the spreadsheet and upload. 

Reminder: UserIDs can be found in the Users table from the 'Download Data' option in the Admin menu.