Workflow Management Security Role: Template Tab

You can control access to particular workflow templates by setting template permissions for a role.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

You must select Template Admin in the Requests tab to enable Analysts with this security role to access and modify templates.

  1. Closed Display the Workflow Management Security Roles details window, if it is not already on screen.

     

    Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane, locate the System group , scrolling up or down if necessary. You may need to expand the group to see the options within it.

    Expand the Security Roles group in the Explorer pane , scrolling up if necessary. Select Workflow Management from the list. A browse table displays all of the existing Workflow Management security roles.

    The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

    If you want to create a role, select and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select .

  2. Select the Template tab . (You may need to scroll across to see this.)
  3. Select Template Security. Analysts with this role will be able to edit all templates selected for the role, and any templates they add themselves. Selecting Template Security also allows you to set the role’s ability to create requests. Analysts with this role can only create requests using the templates selected for the role.
  4. From the Select Template table, select the template you want to make available to this role and select.
  5. To remove a template, select it in the Selected Template table and the select .
  6. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.