Assigning Workflow Phase Rights to a Role

Workflow rights are used to control access to an entity as it progresses through its life cycle. The Assign Workflow Rights component lists all the workflows in the system. To go to the Assign Workflow Rights component from the Role Summary, click the Assign Rights: Workflow quick link.

You can expand a workflow row to show the phases associated with that workflow. Select or clear the following check boxes to assign access rights for each phase in the workflow.

 

Check Box	Description
View	The role allows the user to view information in this workflow phase.
Update	The role allows the user to change information in this workflow phase.
Delete	The role allows the user to delete information in this workflow phase.

• Note: When setting up roles for managing certified payrolls or subcontractor payments, or roles for external users managing certified payrolls or subcontractor payments, you must assign those roles  access to the workflow phase of the type Proposal-Project-Contract with the rule ActiveContract.

When you are finished setting access rights for the role, click Save to apply your changes.

Related topics:

Assigning Component Access Rights to a Role

Assigning Resource Access Rights to a Role

Assigning Restricted Field Access Rights to a Role

Assigning Selection Criteria Access Rights to a Role

Assigning Report Access Rights to a Role

Assigning Process Access Rights to a Role

Assigning Service Access Rights to a Role

Assigning Roles to a User