Workflow Manager Permissions

Modify an existing workflow request.

Create a new workflow request.

See the Workflow Progress tab of the Workflow Progress page, and complete workflow steps.

Link one workflow request to another on the Related Workflows tab

Modify the Workflow Due Period field on the Properties tab of the Workflow Progress page.

See the Uploaded Files tab of the Workflow Progress page.

See the Document Manager tab of the Workflow Progress page.

Delete documents on the Document Manager tab of the Workflow Progress page.

See the Calendar Settings Administration page.

See the list of existing consumer companies, and view their details.

Create a new consumer company.

See the Issues tab of the Progress page, and drill through to see details of an individual issue.

Create a new E-mail or Knowledge Base issue.

Create and close Critical issues.

Modify settings on the My Default Project Notifications and My Workflow Notifications pages.

Modify the permission and email settings on the Project Permission and Notification Settings page.

Update details of an existing project.

Remove an existing project.

Search for workflow requests by specifying multiple criteria on the Workflow Search page.

See the Template Administration page, view template details on the Template Details page, and add an external data source by clicking External Data Sources in the Environment Settings group of the navigation bar.

Modify an existing template and create a new one.

See a list of existing work assignments on the Working Queue and Work Assignment Listing pages.

See the list of existing administrator companies, and view and update administrator company details.

See the Workflow Status Administration page and see (but not modify) workflow status details on the Edit Workflow Status page.

Create a new workflow status.