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.
Display the Workflow Management Security Role details window, if it is not already on screen.
Select the Menu button, then Admin, then select System Administration.
The System Administration window appears.
In the Explorer pane, expand Security Roles, then select Workflow Management.
The existing Workflow Management security roles are displayed.
Select the Shared tab.
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.
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