# Workflow Management Security Role: Groups Tab

{% hint style="warning" %}

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. <mark style="color:red;">Otherwise, the system group</mark> <mark style="color:red;"></mark><mark style="color:red;">**Unspecified**</mark> <mark style="color:red;"></mark><mark style="color:red;">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.</mark>
2. **You can also set a default&#x20;*****approval*****&#x20;group.** If a task is sent to a group for approval, only Analysts with that default approval group can approve the task.
   {% endhint %}

{% hint style="info" %}

### 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**.
{% endhint %}

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.


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