Assign Workflow Permissions

In the topic, you’ll learn how to assign workflow permissions.

To assign workflow permissions:

1. In the menu, click Permissions Manager → Workflow Permissions. The Workflow Permissions page appears.

   

2. Click Workflows tab, and in the section, select All or Workflows or Categories sub-tab. Respective tabs lists the following:

   • Workflows (): Lists all workflows.

   • Categories (): Lists all categories.

   • All: Lists all workflows and categories.

3. Select the workflow or category for which you want to assign permissions to users or groups.

   Note:

   To view the list of disabled workflows, select the Include Disabled Workflows checkbox.

   

4. In the right pane, select All or Users or Groups sub-tab. You will see the following under each sub-tab:

   • All: Lists all users and groups.

   • Users (): Lists all users.

   • Groups (): Lists all groups.

5. In the Assigned Permission column, select the permission you want to assign to the user and / or user group for the selected workflow or category. Available options are View, Run, and Modify.

   Note:

   In the Computed Permission column, view the maximum permissions assigned to the users or user groups or categories or workflows.

   

6. Click Save. The permissions are saved successfully.

   Note:

   • The user state is displayed next to the username.

   • Click Users tab to similarly assign permissions to the users or groups for workflows and categories.

     

   • To remove the permissions to categories and / or workflows, select None in the Assigned Permission column. The permission is struck out and greyed indicating that the permissions are removed.

   Permissions:

   • View: Allows users only to view the workflows.
   • Modify: Allows users to view and edit the workflows.
   • Run: Allows users to view and execute the workflows.