Workflow Management Security Role: Shared Tab

You can control access to security functions, change windows, and objects within Workflow Management using the Workflow Management security role.

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.

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

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

3. The System Administration window appears.

4. In the Explorer pane, expand Security Roles, then select Workflow Management.

5. The existing Workflow Management security roles are displayed.

6. Select the Shared tab.

7. Choose the settings you wish to assign to the security role:

Workflow Analyst	Analysts with this role can access to workflow management in ASM Core. Make sure you have this option selected when setting up a Workflow Management role. Deselecting it will prevent the Analyst from participating in workflow management. The other options on this window are only enabled if this option is selected.
Available Recipient	Analysts with this role can have tasks and approvals forwarded to them. They will appear on the list of available Analysts in the Forward Task Internally window. If you deselect the option, the Analyst will not receive email messages for forwarded tasks or internal messages through the Bulletin Board
Budget	Analysts with this role can fill in budget details on a request.
Chart	Analysts with this role are able to pin multiple copies of charts in ASM core and on the portal.
View Change Calendar	Analysts with this role can search for and view change calendars Change Calendar settings also apply to the Change Window explorer option in Requests.
New Change Calendar	Analysts with this role can create new change calendars and add change windows linked to change calendars. The previous option must be selected to enable this one. Change Calendar settings also apply to the Change Window explorer option in Requests.
Update Change Calendar	Analysts with this role can edit change calendars. This option also enables the Edit button on the Change Calendar Details window. The View Change Calendar option must be selected to enable this one. Change Calendar settings also apply to the Change Window explorer option in Requests.
Delete Change Calendar	Analysts with this role can delete change calendars and change windows The previous option must be selected to enable this one. Change Calendar settings also apply to the Change Window explorer option in Requests.
Cancel Change Calendar Lock	Analysts with this role can override the lock that an Analyst has on a change calendar
Allocate Requests to Change Calendar	Analysts with this role can set change calendars for CMDB items linked to a request
Change Calendar object Download	Analysts with this role can view objects attached to a change calendar The View Change Calendar option must be selected to enable this one. Change Calendar settings also apply to the Change Window explorer option in Requests.
Change Calendar View Secure Attachments	When enabled, allows analysts with this role to view attachments using the secure PDF Viewer
Change Calendar Object Update	Analysts with this role can edit objects attached to a change calendar. The previous option must be selected to enable this one. Change Calendar settings also apply to the Change Window explorer option in Requests.
Change Calendar Object Cancel	If an object attached to a change calendar has been checked out, Analysts with this role can cancel the checkout. Request Object Version Control must be selected in the Workflow Management Settings to enable this option.
Change Calendar Object Delete	Analysts with this role can delete objects attached to a change calendar. Change Calendar settings also apply to the Change Window explorer option in Requests.
View Resource Manager	Analysts with this role can view the Resource Manager window, and manipulate task allocations within it.
View Manage CMDB Transactions	Analysts with this role can select and view Manage CMDB Task Transactions from a request and task
Edit Manage CMDB Transactions	Analysts with this role can select and update Manage CMDB Task Transactions from a request and task

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