Select the ROLES designer and create a new model by clicking New Model in the top ribbon menu Main. A new model is created.
Place a role element on the canvas and name it case worker. Right-click the role element and select Add/remove users.
Search for AD users/groups by entering at least three characters of their name, email, or username and hit enter. Double-click the user on the left side to add it to the role. The user (Danny Ocean) in below screenshot is there for demo purposes so in your case it is recommended to search for your user as this role is assigned to tasks in the workflow later on.
Click OK to close.
Right-click the role element and click Select portal bindings.
Select Exchange Portal in the Exchange Portal section.
Click OK to close.
Select Save from the top ribbon menu Main, select a scope, give the model a name and click Save.
