If you wish to involve additional stakeholders in the workflow, as a sysadmin, you can add new roles and then define their responsibilities.
There are 3 main reason to add a role (as explained in more detailed below):
- Assigning users with this role to be state owners in order to process ideas/companies/features etc.
- Enabling users to participate in evaluation/review committee sessions
- Send users notifications along the workflow
Go to the Subsystem setting --> Workflow settings page --> Role Manager tab
Users can be assigned to this role manually or automatically.
Watch this tutorial to understand what are the different assignment methods and other important setting per role.
The next step will be to assign responsibilities to this role, based on your process.
- Define a specific role as a State Owners: These stakeholders can be involved only when ideas are in specific states along the workflow. A role can be defined as a State Owner of a specific state, from the workflow settings:
Once designated as a State Owner, the user gains access to the "Process" action, enabling them to move ideas to permitted states and edit all fields within those states, including prerequisite fields.
They can also utilize all features available in their designated state, such as assigning experts and tasks, sending ideas for clarification, and performing Manual Clustering.Moreover, they have exclusive access to actions within their "own state," including the option to edit all fields if granted permissions:
Ideas in this state are automatically added to the "To Do" list.
Additional "State Owner" privileges include the ability for the Subsystem admin to configure email notifications for specific roles. These notifications can be set for when an idea is moved to the "own" state or when the State Owner is assigned to an idea, along with reminder emails after a specified period or when a due date approaches.
If a role is defined as "Treat as Moderator", it will get permissions "as of" assigned as state owner to all states. 
- Define a specific role as a Evaluator: Evaluators can be assigned permissions to evaluate specific ideas, rather than all ideas in the campaign, based on your needs. A role can be defined as an Evaluator per an evaluation session from the Review committee settings:
