Workflow Management Security Role: Tasks Tab

You can control access to options relating to task management using the Workflow Management security role.

When an Analyst logs a request, if the Analyst does not have manager rights in their Person Details, the tasks are forwarded to the request recipient.

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. 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 Tasks tab.

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

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