Workflow Management Security Role: Task Quick Launch Tab

You can set which quick launch URLs Analysts with this workflow role can access from a task.

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.

Quick launch URLs for Workflow Management should have the Active checkbox selected for Request and Task entities via the Quick Launch or Quick Launch Details window. All configured quick launch URLs will display in the browse table, regardless of whether they are active, or whether they have been configured for a call, request or task.

 

  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 Task Quick Launch tab . (You may need to scroll across to see this.)
  3. Select Task Quick Launch Security. This will restrict the quick launch URLs Analysts with this role can access when working with a Task.
  4. Select the quick launch URL you want to make available from the Select Task Quick Launch Applications table and select Add to List.
  5. To remove a group, select it in the lower table and then select Remove.
  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.