Create and manage roles

Roles and privileges for workflow items can be managed on the Design page.

Create roles

Complete these steps to create roles:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Roles tab.
5. Click Create New in the Roles panel.
6. Provide a name for the role in the Role Name text box.
7. Check the check box next to each privilege you want to assign to the role.
8. Click Save to save the changes.

Manage role privileges

Complete these steps to manage role privileges:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Roles tab.
5. Click the name of the role you want to manage.

   The privileges for the selected role appear under Workflow Privileges in the right panel.

   Tip:

   You can filter the role list by typing a search term in the Search Roles text box.

6. Check the check box next to each privilege you want to assign to the role, and uncheck the check box next to each privilege you want to unassign.

   Learn more about privileges

7. Click Save to save the changes.

Delete roles

Deleting a role is permanent and can’t be undone. Complete these steps to delete roles:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Roles tab.
5. Click the name of the role you want to delete.

   Tip:

   You can filter the role list by typing a search term in the Search Roles text box.

6. Click the More Actions button in the right panel and click Delete Role.

   The Delete Group Role dialog box appears.

   Caution:

   Deleted roles can't be recovered.

7. Click Yes to delete the group role, or click No to cancel.