Workflow Management Security Role: Processes Tab

You can set access permissions to all of the Workflow Processes that have been enabled on your system using the Processes tab on the Workflow Management security 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.

Workflow processes must be defined.

 

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

     

    Select the Menu button , then Admin, then select System Administration.

    The System Administration window appears.

    In the Explorer pane, expand Security Roles, then select Workflow Management. All existing Workflow Management security roles are displayed.

    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 Processes tab .
  3. In the Role Workflow List, select the checkbox(es) in the Selected column next to the process(es).
  4. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.