Project Permissions Options

You open the Project Permission and Notification Settings page by opening the Home page and selecting Project Permissions on the Administration menu. The following permissions-related options are included:

Project Permission and Notification Settings Page Options

Option

Description

Project

Select the project that you want to edit the permissions of.

Template Type

Specify whether you want to edit the permissions for this project’s Workflow or Deployment template.

Company

Select whether you want to edit the permissions for this project’s associated Administrator or Consumer company.

Workflow Phase and Step List

Listing of all of the workflow phases, workflow steps, data groups, and data elements defined in the selected template.

You select items in this list to assign role permissions.

Note: Selections you make on a workflow phase/data group are inherited by their child workflow steps/data elements, but these settings can be overridden.

Role / Permission / Receive Email List

Workflow Phase/Step or Data Group/Element Selected

When any of the workflow phase or data group nodes are selected, the Role/Account/Email Address | Permission | Receive Email list opens and check boxes appear in the View and Edit columns for each of the selected company’s listed roles. The checkboxes in the Permission and Receive Email columns are enabled.

If you do not select a check box, users assigned to that role will have no permission on the selected workflow phase/step or data group/element.

To set a permission for a data element/workflow step that is different from the permission for the associated data group/workflow phase, do the following:

To override an inherited permission:

Select the data element or workflow step in the tree control on the left. The check boxes in the Permission / Receive Email columns are disabled.

Next to the Role that you want to edit, click the lock icon to unlock the check boxes. You are notified that the role permission is inherited from the parent item and asked to confirm that you wish to stop this inheritance.

Click OK. The check boxes are now enabled.

Make desired selections in the View and Edit columns.

Click Update.

Tip: You can use this feature to restrict what sort of work a person has permission to do. For example, to restrict persons with the role of “Quality Control” to work only on quality-control-related workflow steps, assign that role the View and Edit permissions for quality control related steps and no permission for any other steps.

Project Permissions Options

Workflow Manager 6.5 / AdminStudio Enterprise Server 11.5 Help Library

December 21, 2012