What is the lowest level license type that permits a member of a user group to conduct a workflow approval?

What is the lowest level license type that permits a member of a user group to conduct a workflow approval?

Asked by Craig Topple on Sun 12/15/24 8:46 AM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Mon 12/16/24 12:46 PM

Hello Craig,

If the user needs to take an action on behalf of a TDX group, they would need to be a Technician with TDNext + Ticket app access. You can assign Client-licensed users directly to an Approval step though as an individual Responsibility value. Clients just can't take actions on workflow steps on behalf of a group.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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