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Workflow Access Requirements
Who is this article for?Ideagen Quality Management administrators configuring workflows.
Workflow Admin access is required.
Several variations are possible for how assigned permissions and workflow definition settings are configured that affect who can view and edit workflow instances and definitions. Use the following chart to determine which scenario works best for each workflow definition.
| Permission | Workflow Definition Setting | View Instances | Edit Instances | View Definition | Edit Definition | Delete Instances |
|---|---|---|---|---|---|---|
| None | The user is added as a Responsible Party/Collaborator | Yes, but only for steps they're responsible for. | Yes, but only for steps they're responsible for. | |||
| None (Initiator) | Initiator of Workflow Instance | Yes, for the workflows they initiate. | Yes, for the instances they initiate and for steps they're responsible for. | |||
| Alter Workflow Instances | None | |||||
| Alter Workflow Instances |
Alter All Workflow Instances Permission Disabled checkbox is enabled. And the user is included in the Instance Access list with View enabled. |
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| Alter Workflow Instances |
Alter All workflow Instances Permission Disabled checkbox is enabled. And the user is included in the Instance Access list with Edit Completed workflows enabled. |
Yes, but only the final step after the workflow is completed. | Yes, but only the final step after the workflow is completed. | |||
| Workflow Definition Administration | None | |||||
| Workflow Definition Administration | The user is included in the Definition Access Permissions list with View security enabled. | |||||
| Workflow Definition Administration | The user is included in the Definition Access Permissions list with edit security enabled. | |||||
| Alter Workflow Instances & Workflow Definition Administration | None | |||||
|
Alter Workflow Instances & Workflow Definition Administration Alter Workflow Instances & Workflow Definition Administration |
Alter All Workflow Instances Permission Disabled checkbox is enabled. | |||||
|
Alter Workflow Instances & Workflow Definition Administration Alter Workflow Instances & Workflow Definition Administration |
Alter All Workflow Instances Permission Disabled checkbox is enabled. And the user is included in the Definition Access Permissions list with edit security enabled. |