How to Assign a Momentum Facilitator

This guide walks you through how to assign a momentum facilitator to an existing momentum workflow, or remove one if they no longer need access.

Step 1: Open Momentum from the admin menu

1. Select the admin tab in the top right-hand corner.
2. From the menu, select Momentum — it's located at the very bottom of the list. This displays all of the momentums in your tenancy.

Step 2: Open the workflow builder

1. Find the momentum you want to update and select Review Workflow.
2. Select Builder in the left-hand corner.

Step 3: Assign or remove a facilitator

1. Select Assign Momentum Facilitators.
2. Select the pencil icon to assign a new facilitator or remove an existing one.

You have now assigned (or removed) a momentum facilitator for this workflow.