Restricting Configuration for Functions

Restrict who can view and edit functions by assigning the function to one or more access groups. Process Designers with matching access group permissions set in their user profile will be able to view or edit the function.

Note:  The access groups that display for selection are based on your access group permissions as defined in your user profile. Additionally, access group settings for the function must match the user permissions of other Process Designers in order to display for them. For an overview of how to use access groups to restrict configuration components, see Restricting Configuration via Access Groups Overview.

To restrict function configuration:

  1. From the System menu, select Security & Groups > Functions.
  2. Do one of the following:
  • To add a new function - Click in the lower left corner of any functional area and create the function as described in Creating Functional Areas and Functions.
  • To edit an existing function - Click on the function field you want to edit.
  1. To configure access groups, click on the function's access group cell to open a dialog where the function's access group(s) may be edited.
  2. Select the access group(s) to which this function belongs.

The access group(s) displayed are based on the current user's access group permissions. Only access group(s) to which you have Edit permissions are selectable. However, parent access group information is visible for access groups to which you have View permission.

The function is selected to the highest level access group listed by default. Note that the function is only added to access groups that are checked. It does not propagate to child access groups unless those child groups are checked.

Process Designers with matching access group permissions will be able to navigate to and edit the function, depending on their individual access group permissions.

  1. Click Apply to save your changes.