Administration Guide
When in the lifecycle of an object the step can be applied

Not just any Interactive Action can be applied to an object at any given time. For example, in a reasonably well defined Incident management workflow, a Ticket must be assigned to a technician before it can be worked on.

Who can perform the step

Usually, people involved in a business process have different roles that define what they can or can’t do with an object. For example, you may want to design your Incident management workflow so that only the manager can assign and reassign Tickets.