Setting Up a Guest Account
Workflow Manager
The Workflow Manager administrator can set up a guest account to permit people without login credentials to access features such as viewing a report or searching for a workflow request. By using a guest account, administrators do not have to create separate accounts for people who only need very limited functionality.
To configure a guest account:
| 1. | Manually create a new account in Workflow Manager to use as the guest account. See Creating a New Account for further information. |
| 2. | Assign your new account to roles with limited permissions. See Managing Roles and Permissions for more information. |
Tip:Be very careful about assigning your account to roles with access to advanced features, since these features will then be available to every person who logs in as a guest.
| 3. | Update the web.config file, located in the Workflow Manager web application wwwroot directory. Enter the name of the your new account in the following location of the web.config file: |
<!-- Guest System Access -->
<add key="GuestAccount" value="username@companyname.com" />
After a guest account key is added to the web.config file, the Guest Access option will appear on the Login page.
Note:If the account name specified in the GuestAccount key does not exist in the Workflow Manager database, Workflow Manager will display an error when an operator tries to log in as a guest. A GuestAccount key with a blank value (that is, with value = “”) will be ignored.
Note:Every Workflow Manager portal has its own web.config file. You may update a different GuestAccount key for each portal by updating its local web.config file. Workflow Manager portals will use the GuestAccount key configured at the portal site to log in guests. If a GuestAccount value is not configured (the key is missing, or has blank value), Workflow Manager will instead use the GuestAccount key from the parent site.
See Also