Item Permissions

Item Permissions can be set per item (i.e. individual workflow, task, condition, user, agent group, etc.) or item group.

To access permissions for an individual item:

  1. From the SMC, navigate to the section where the item resides.

  2. Double-click the desired item or right-click the item and select Properties.

  3. Double-click the Security icon.

To access permissions for a group of items:

  1. From the SMC, navigate to the section where the group of items reside.

  2. Right-click the folder or sub-folder in which the group of items (i.e. group of workflows, tasks, conditions, users, etc.) are contained in and select Properties.

  3. Double-click the Security icon. The Security page for that item/item group (illustrated below) opens.

To set permissions for items/item groups:

  1. From the Security page of the specified item/item group, select the available user or group from the Available Group/User Name window and click the Add button or simply double-click the desired user or group to add it to the Selected Group/User Name window.

  2. Highlight the user or group from the Selected Group/User Name window and set the proper permissions for that user/group under the Permissions window.

  3. To remove a particular user/group from the Selected Group/User Name window, select the user or group from that window and click the Remove button or simply double-click the desired user or group.

NOTE: If two or more sets of permissions conflict, the set of permissions with least privilege is followed.

 

The table below contains the set of available permissions and their applicable items.

 

Workflow

Task

Condition

User

User Group

Agent

Agent Group

Folder

Full Control

X

X

X

X

X

X

X

X

Create

X

X

X

X

X

X

X

X

Read

X

X

X

X

X

X

X

X

Edit

X

X

X

X

X

X

X

X

Delete

X

X

X

X

X

X

X

X

Move

X

X

X

X

X

X

X

X

Toggle Enable

X

X

X

X

X

X

X

 

Manual Run

X

X

 

 

 

 

 

 

Modify Staging

X

X

X

 

 

X

X

 

Import

X

X

X

 

 

 

 

X

Export

X

X

X

 

 

 

 

X

 

See Also

System Permissions

Users

User Groups