Create Administrator Roles and Administrator User Accounts

Workflow Manager 2015

Workflow Manager is installed with default System Roles which cannot be modified. These roles were created based upon the typical needs of people accessing the product, and have only the permissions that these people would require to perform their day-to-day tasks. You can assign these system roles to people within your enterprise, or can copy and then modify these roles to customize them for your organization.

System Roles

Any new roles that you create, either manually or by copying and modifying system roles, are considered user roles. These can be freely modified.

You also need to create administrator accounts for your new administrator company.

To create administrator roles and administrator user accounts:

1. Log in to Workflow Manager using an account belonging to the default System Administrator role for the Workflow Administrator company. The default account created for this role is called admin@company.com and has the password admin. See Default System Accounts for more information.
2. Review the default system roles for the administrator company, and copy and customize them for your organization. You should create new roles if required. For information, see:
Creating a New Role
Copying an Existing Role
Viewing or Changing an Existing Role
3. Create new administrator user accounts and assign them the roles you have just customized. For more information, see Creating a New Account.