You can assign participants such as employees, managers, or peer advisors to the journey. Each participant will have access to tasks specific to their role.
Prerequisite
- From the main burger bar menu, select Journey setup, and then either select an existing journey or Create a new Journey.
Procedure
- On the Journey team page, select ADD PARTICIPANT.
- On the Journey participant dialog box, enter what you want to call the Role title.
- From the Assignee list, choose the user or employee you want to add to this group.
- Select if you want this person to appear to the participant in the Key contact section of their journey.
- Select SAVE.