Workflow permissions

You can set permissions for users or groups for a workflow in order to restrict or control the access users have to manage, modify, or read it. By default, the creator of the workflow has all three permissions. Other users must be granted permissions by the owner in order for the workflow to appear in their workflow explorer.

Three distinct permissions can be granted
To set permissions for workflows
  1. In the navigation pane's Process tab, open the Workflows panel and double-click the workflow you want to assign permissions to.
  2. Click the Properties toolbar button .
  3. Click the Security tab.
  4. If the group or user isn't in the list, click Add. (If the user or group is in the list, skip to step 10.)
  5. In the Contact type drop-down list, select User, Group, or Role.
  6. In the Contact location drop-down list, select the domain where the user or group resides.
  7. In the Search filter text box, type the name of the user or group. You can use an asterisk (*) as a wildcard to search for similar names.
  8. Click Search.
  9. In the Available contacts list, click the contact you want and click OK.
  10. In the Group, user, or role names list, click the name you want to set permissions for.
  11. In the Permissions list, check or clear the boxes to set the desired permissions.
  12. Click Apply.
  13. Repeat steps 4-12 for any other users or groups.
  14. Click OK to save the permissions.