Security

This section will display the security options of the workflow, when it is being edited through the "Management

workflow" menu. Then, by clicking on the

button to add a new access control or by clicking on the

button to change an existing access control, the access control selection screen will be displayed:

If a new access control is added, the Access Type field will be enabled. In this case, select one of the following options to define the access type that will be included in the security list:

▪Team: It will consist of the members of a team previously created in SE Process.

▪Organizational unit: It will consist of users of a particular organizational unit or department of the organization.

▪Department/Position: It will consist of users of a certain department of the organization who perform a specific position.

▪Position: It will consist of users who perform a certain position in the organization.

▪User: It will consist of a specific user.

▪Functional role: It will consist of users who play a certain functional role in the organization.

▪All: It will be composed of all system users who have access to SE Workflow.

▪Process starter: It will be composed of the user who started the workflow.

▪Process starter leader: It will be composed of the leading user of the workflow starter.

If the access control is being edited, then the "Access Type" field is disabled, however, it will be filled with the access control type that is being changed.

According to selected access type, the Search filters will be enabled to be filled out. Use them to make it easier for users to search the security list.

In the Controls field, expand the list and check the actions that may be performed in the workflow. Then, define if they will be allowed or denied for the access type:

View: View the data screen of the instance and its activities on the screens in which this operation is possible.

Note: It is important to note that, when editing the security of an activity through its data screen, only this option will be available.

Edit: The user will be able to edit the instance data.

Delete: The user will be able to delete the instance.

Cancel: The user will be able to cancel the instance execution.

Postpone: The user will be able to postpone the instance execution.

Reactivate process instance: The user will be able to activate the execution of an instance that has been postponed or cancelled.

Use the other buttons next to the field to select all available controls or clear the checked options.

After entering the fields above, click on the toolbar button on the selection screen. The result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will make up the workflow security list.

Hold the SHIFT or CTRL keys down or check next to each item to select more than a record at a time.

Save your selection.