Workflow Manager Permissions

Workflow Manager 5.6 / AdminStudio Enterprise Server 11.0

The Workflow Manager category covers general access to Workflow Manager, allowing you to specify precisely which areas of the product people may use.

Workflow Manager Permissions 

Category

Right

This right grants permission to...

Workflow Request

View

See the Properties and Issues tabs on the Workflow Progress page for an existing workflow request.

Edit

Modify an existing workflow request.

Copy

Duplicate an existing workflow request.

Add

Create a new workflow request.

Delete

Remove an existing workflow request.

Monitor Workflow Progress

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

View Related Workflows

See the Related Workflows tab of the Workflow Progress page.

Add Related Workflows

Link one workflow request to another on the Related Workflows tab

Deleted Related Workflow Links

Unlink related workflows.

Edit Workflow Due Period

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

View Properties

See the Properties tab of the Workflow Progress page.

View Uploaded Files

See the Uploaded Files tab of the Workflow Progress page.

View Downloadable Files

See the Downloadable Files tab of the Workflow Progress page.

Workflow Status Management

View

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

Edit

Update workflow status details on the Edit Workflow Status page.

Add

Create a new workflow status.

Delete

Remove an existing workflow status.

Calendar Settings

View

See the Calendar Settings Administration page.

Edit

Modify calendar settings.

Issues

View

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

Respond

Respond to an existing issue.

Add

Create a new E-mail or Knowledge Base issue.

Close

Close an existing E-mail or Knowledge Base issue.

Add/Close Critical Issue

Create and close Critical issues.

My Notifications

View

See the My Notifications pages: My Default Project Notifications and My Workflow Notifications.

Edit

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

Project Permissions

View

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

Edit

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

Projects

View

See the Project Administration page, and see (but not update) project details on the Project Details page.

Edit

Update details of an existing project.

Add

Create a new project.

Delete

Remove an existing project.

Consumer Company

View

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

Edit

Update details of an existing consumer company.

Add

Create a new consumer company.

Delete

Remove an existing consumer company.

Search

Simple Search

Enter keywords in the Workflow Search box on the Home page to search for a workflow request by name.

Advanced Search

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

Workflow Administrator Company

View

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

Add

Create a new administrator company.

Templates

View

See the Template Administration page, view template details on the Template Details page, and add an external data source on the External Data Sources subtab of the Administration tab.

Copy

Duplicate an existing template.

Add

Modify an existing template and create a new one.

Terminology

View

See and modify system terminology.

Work Assignment

View

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

Assign

Assign work on the Assignment Details page.

External Data Sources

Edit

View and modify the settings on the External Data Sources tab.

Global Email Administration

View

See the Email Settings Administration and External Email Address Administration pages.

Edit

Modify the settings on the Email Settings Administration and External Email Address Administration pages.

Deployment Sites

View

See the Deployment Site Administration page.

Edit

Modify an existing deployment site.

Add

Add a new deployment site.