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Create and manage roles

The Design page allows you to manage roles and privileges for workflow items in Workflow Manager.

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, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  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 the privileges 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, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  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 the privileges you want to assign to the role, and uncheck the check box next to the privileges you want to unassign.
  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, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  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 More Actions in the right panel and click Delete Role.

    The Delete Group Role message box appears.

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

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