Restricting Configuration for Process Models

Restrict who can view and edit process models by assigning the process model 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 process model components.

Note:  The access groups that display for selection are based on your access group permissions as defined in your user profile and the access groups assigned to the class the model is being attached to. Additionally, access group settings on the process model 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 process model configuration:

  1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, orselect the model to edit.
  2. Click the Security tab to display the configuration access group settings.
  3. Select the access group(s) to which this process model 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 process model is selected to the highest level access group listed by default. Note that the process model 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 process model, depending on their individual access group permissions.

  1. Click Apply to save your changes.