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Setting Up User Roles

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Workflow user Roles are assigned in Security. It is the responsibility of the Workflow Administrator to configure users with the appropriate roles.

Permissions and Roles

Global Roles

Workflow Permission

Workflow Admin

Workflow Coordinator

Workflow Participant

Workflow View Only

Allow Log On

X

X

X

X

Manage Tasks (Basic)*

X

Manage Tasks (Advanced)**

X

X

Allow Start

X

X

Manage Design

X

* Can edit an active Task's Status and enter a Note.

** Can edit an active Task's Status, enter a Note, edit Assigned To, and edit the Task's Duration.