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Workspace PS Web App & Platform
Categories Workflow
Created by Guest
Created on Jan 9, 2026

RELATED IDEAS

Give all portfolio managers or admins workflow manager capabilities with ball in court workflows

It would be helpful if multiple people can be named the Workflow manager. I get this is portfolio specific and the idea is for one person to be managing the portfolio but we have more than one portfolio manager but only one can manage the workflow. Perhaps all portfolio managers should be able to act as a workflow manager.

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  • Shelly Klarner
    Jan 14, 2026

    Another options I would like considered is when choosing the workflow manager you have options to choose by either a user or a workflow role. Our project coordinators do a lot of managing on the projects and I can't have just 1 be able to change workflows on another ones project, but if we can make the workflow manager by workflow role and they are setup on their specific projects with this role then they can only make changes on the projects they are assigned on.

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