Workflow Management Security Role: Groups Tab

You can assign workflow groups to a Workflow Management security role. Any Analyst who has been assigned the role will be considered a member of the groups that you link to the role on this tab.

  1. You can also set a default group for the role. Analysts can belong to multiple groups, but it is recommended that you set a default group for Analysts through the security role. Otherwise, the system group Unspecified is set as an Analyst’s default group on the Person Details window, and the Analyst will be able to see items that are assigned to other Analysts.

  2. You can also set a default approval group. If a task is sent to a group for approval, only Analysts with that default approval group can approve the task.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

Groups must first be defined in the Workflow Management Groups option.

Approver must be selected in the Tasks tab to set an Approval Default group.

  1. Display the Workflow Management Security Roles details window, if it is not already on screen.

  2. Select the Menu button, then Admin, then select System Administration. The System Administration window appears.

  3. In the Explorer pane, expand Security Roles, then select Workflow Management. All existing Workflow Management security roles are displayed.

  4. Select the Groups tab. The Select Group table at the top of the window lists all of the available workflow groups in the system. The Selected Group table shows the workflow groups that are linked to the current role.

  5. To make a group available to the role, select it from the Select Group table and select Add to List or double click to display it in the Selected Group table.

  6. To remove a group, select it in the Selected Group table and the select Remove.

  7. To set a default group, select the group from the Selected Group table and the select Set as Default.

  8. To set a default approval group, select the group from the Selected Group table and the select Set as Approval Default.

  9. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.