Managing Workflow Permissions

In addition to adding permissions for working with a workflow at the object level, you can set permissions to manage a workflow at the design level.

There are several permissions you can assign at the workflow design level.

  • View: Enables a user to view the workflow design. The workflow design owner does not require this permission.

  • Edit: Enables a user to modify or rename the workflow design. A user with this permission can also publish a workflow.

  • Delete: Enables a user to delete the workflow design.

The permissions necessary to publish a workflow can come from a variety of sources. For more information, see Publishing a Workflow.

Despite the settings on this page, administrators always have the ability to manage workflows.

  • To access the Workflow page, click to open the BarTender Cloud menu, then open Design and click Workflows.

ClosedTo add permissions

  1. On the Workflow page, for the workflow to which you want to add permissions, click and choose Permissions.

    The Workflow Permissions <Workflow Name> page displays the following fields:

    • Workflow: Displays the name of the workflow for which permissions are being defined.
    • Owner: Displays the name of the owner of the current workflow.
    • Permissions: This is the section where permissions are defined and maintained.

  2. On the Workflow Permissions: <Workflow Name> page, click to add groups and users.

  3. In the Add Users/Groups to Permissions dialog, select the groups and users to grant permissions to.

  4. Click Add.

  5. In the Permissions section, allow or deny each group or user the ability to view, edit, or delete the workflow.

  6. Click Save Changes.

  7. The assigned permissions are displayed like this.

ClosedTo change permissions

  1. On the Workflow page, for the workflow you want to change permissions for, click and choose Permissions.

  2. In the Groups or Users boxes for the group or user whose permissions you want to change, click and select or deselect the Allow or Deny checkboxes for the permissions you want to adjust.

  3. Click Save Changes.

ClosedTo delete a user or group from the Workflow Permissions page

  1. On the Workflow page, for the workflow you want to work with, click and choose Permissions.

  2. Click in the user or group's box.

  3. In the Remove Permissions dialog, click Remove.

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