Roles and privileges for workflow items can be managed on the Design page.
Create roles
Complete these steps to create roles:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
The Design tab won't appear if you don’t have sufficient privileges.
- Click the Settings button
.Note:
The Settings button won't appear if you don’t have sufficient privileges.
- Click the Roles tab.
- Click Create New in the Roles panel.
- Provide a name for the role in the Role Name text box.
- Check the check box next to each privilege you want to assign to the role.
- Click Save to save the changes.
Manage role privileges
Complete these steps to manage role privileges:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
The Design tab won't appear if you don’t have sufficient privileges.
- Click the Settings button .
Note:
The Settings button won't appear if you don’t have sufficient privileges.
- Click the Roles tab.
- Click the name of the role you want to manage.
The privileges for the selected role appear under Workflow Privileges in the right panel.
Tip:
You can filter the role list by typing a search term in the Search Roles text box.
- Check the check box next to each privilege you want to assign to the role, and uncheck the check box next to each privilege you want to unassign.
- Click Save to save the changes.
Delete roles
Deleting a role is permanent and can’t be undone. Complete these steps to delete roles:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
The Design tab won't appear if you don’t have sufficient privileges.
- Click the Settings button .
Note:
The Settings button won't appear if you don’t have sufficient privileges.
- Click the Roles tab.
- Click the name of the role you want to delete.
Tip:
You can filter the role list by typing a search term in the Search Roles text box.
- Click the More Actions button
in the right panel and click Delete Role.The Delete Group Role message box appears.
Caution:
Deleted roles can't be recovered.
- Click Yes to delete the group role, or click No to cancel.