How to assign Individual User as Primary Preparer/Reviewer and Team as Backup?
Summary:
Hi All,
Requirement from Customer: For each reconciliation profile, the customer wants the workflow assigned as below:
Primary Preparer: Individual named user
Backup Preparer: Team (group of users who can take over in the absence of Primary Preparer)
The same pattern is required for the Reviewer role across all review levels:
Primary Reviewer: Individual named user
Backup Reviewer: Team
Content (please ensure you mask any confidential information):
What we tried:
In the Profile → Workflow tab, we attempted the following:
1. Assigned an individual user as Primary Preparer → tried to assign a Team as Backup Preparer. Not able to achieve this combination.
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