Restricting Configuration for Workflows

Restrict who can view and edit workflows by assigning the workflow 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 workflow.

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 workflow 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 workflow configuration:

1. From the System menu, select Process > Workflows.
2. Do one of the following:

• To add a new workflow - Click Add New in the upper right corner of the page and create the workflow as described in Creating Workflows.
• To edit an existing workflow - Click the name of the workflow to open it for editing.

3. Click the Security tab to display the configuration access group settings.
4. Select the access group(s) to which this workflow 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 workflow is selected to the highest level access group listed by default. Note that the workflow 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 workflow, depending on their individual access group permissions.

5. Click Apply to save your changes.