Create a Consumer Company, Consumer Roles, and Consumer User Accounts

Workflow Manager 2015

A default Workflow Consumer company is created to group together roles and accounts for all those people who need to submit workflow requests. If you would prefer to further differentiate between your workflow consumers, you may wish to create additional companies. For example, you could create a Sales Department company to hold accounts for all consumers in your sales team.

To create a consumer company, consumer roles, and consumer 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.
2. Create a consumer company or companies, as described in Creating a New Company.
3. Review the default system roles for the consumer 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
4. Create new consumer user accounts and assign them the roles you have just customized. For more information, see Creating a New Account.

Note • You also have the option of importing users and groups from a directory service. For more information, Importing Directory Services Accounts and Groups