This section under the Permissions tab of a user's access rights controls general access to workflow-related information in the system.
Access to a workflow is based on both the permissions the user has as well how they are connected to the workflow.Β
Workflow Roles
First, we'll look at access based solely on whether they are an assignee on a workflow task or a workflow manager. A user can have one of the following roles within a workflow.
Assignee
Can complete tasks assigned to them
Can only see the Assignments tab and Notes tab within a workflow
Cannot see workflow Editor, People, or Logs tab
The Workflows Listing only shows the assignments they're responsible for
Automation > Workflows menu item in the left navigation is hidden
Can see the queues menu items, but the listing is limited to their currently assigned tasks.
Workflow Manager
Can only see workflows they are a manager for
Can add, edit, and delete tasks within a workflow
Can see the following tabs: Editor, People, Assignments, Logs, and Notes
Cannot delete workflow or add other Workflow Managers
Full access to workflow Assignments, including editing assignments for others
Receives reassignment requests
Permissions
If a user is not associated to a workflow as an assignee or manager, then their permissions are used to determine whether they have access.
Full Read Workflows
Read-only access to all workflows, meaning they can see who is in the queue
Read-only access to the list of tasks
Full Write Workflow
Can add, edit, and delete all workflows or tasks
Can add or remove workflow managers
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