Setting Workflow Permissions

You can set workflow permisions for users and groups.

1. Click Workflows.
2. On the Workflow Design page, click the More menu icon (to the right of the workflow on which you need to set the permission), then click Set permissions.
3. Set group level permissions and user level permissions for the workflow.
   • In the Group Level Permissions area, click the following dropdowns menus to make a selection:
     • Select Group, to select a group role.
     • Select Authorized Action, to select an action (all, view, edit, or run. The default is All.
       Note: If you need to monitor the workflow in your user dashboard (for example, tracking workflow statistics and step statistics), select run.
     • Allow Group, to add the permission.
   • In the User Level Permissions area, click the following settings:
     • The Select User dropdown arrow, to select an admin or system user.
     • The Select Authorized Action dropdown arrow, to select an action (all, view, edit, or run. The default is All.
       Note: If you need to monitor the workflow in your user dashboard (for example, tracking workflow statistics and step statistics), select run.
     • Allow User, to add the permission.
4. To remove a permission for a user or group, click the revoke button next to that permission.