Edit permissions

Use this dialog box to determine the permissions for a workflow template.

User/Group

Search for the desired user or group in the Add user/group field. Suggestions will appear as you type.

Click the corresponding suggestion to select a user or a group.

Alternatively: If you click the triangle to the right of the Add user/group field, this will open a drop-down menu. The drop-down menu contains a list of the users and groups you selected recently.

In the left column, you can see which users or groups have already been assigned permissions for the selected entry and which permission settings apply.

Editing permission settings

To edit the permissions settings, select an entry in the left column and select or clear individual permissions.

The following options are available:

  • View (R): Users with View permissions have read access to the workflow template.
  • Change (W): Users with Change permissions can edit the workflow template.
  • Delete permanently (D): Users with Delete permanently permissions can delete the workflow template.

Information: Options that are not applicable are shown in italics and enclosed in pointy brackets.

Personal (orange user icon): Use the Personal button to grant yourself sole access to the respective entry. All other permissions will be removed.

AND group: AND groups are useful if you only want to assign permissions to the users in a group that are also members of another group. To create an AND group, select two groups in the left column and click AND group.

Members of the group

If you select a group, you will see the group members in the Members of the group column.

Double-click the corresponding user in the Members of the group column to select a member of a group.

Remove permissions

To remove all permissions from a user or group, click the X icon next to the selected user or group.

OK: Click OK to save changes and close the dialog box.

Cancel: Click Cancel to cancel the action.

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