How to define profile for a workflow step

Instead of specifying individual users, you have the option to assign profile(s) to workflow steps. This means that when the process reaches a particular step, it will be assigned to the profiles defined for that step. Assigning profiles allows a group of individuals with the same profile to collectively review, edit, and approve the process. This ensures that if one user is unavailable, another user with the same profile can continue with the process. To configure this, follow these steps:

1. Click 'View/Edit Details' under 'Assignees and Field Rights' for the corresponding step.
2. Select a profile from the available options.

Once the process reaches this step, users with the selected profile will have the authority to edit and approve the process.