Controlling Permissions for an Action

See Also

Typically, most of your users can move items into and out of the majority of workflow states. By default, when a new action is added, all users are allowed to perform the action. However, you might want to restrict who can perform an action.

Permissions can be added to your workflow transitions to ensure only designated roles can perform certain actions. For example, in an expense reporting solution, only users assigned to the Manager role could set an expense report to Approved.

By default, all roles have permissions for all workflow actions. If you don’t have database roles created, see Creating Database Roles.

To restrict user permissions for specific workflow actions

1. In the Access Workflow Designer, expand the Workflow Processes node.
   
   
2. Select the workflow process for which you wish to set permissions. The workflow diagram is displayed in the right pane.
   
   
3. In the right-hand pane, select the Permissions tab.
   
   
4. A grid view with rows containing states and state actions and columns containing each role will be displayed.

Note   If the roles you have created are not displayed, press F5 to refresh the application and save if prompted. Then try again.

5. To remove permissions for an action, deselect the check box under a role.
   
   
6. Select Save to update your team solution.

To remove all permissions for a role

1. Right click on the Role (column) heading.
   
   
2. Select Grant Execute or Revoke Execute to add or remove permissions.
   
   
3. Click Save.

To remove all permissions for an action

1. Right click on the Action (row) heading.
   
   
2. Select Grant Execute or Revoke Execute to add or remove permissions.
   
   
3. Click Save.