Security Modules

In order to manage user permissions for workflow-related operations, the following security modules have been added to the Setup, Modules, Security Modules list:

  • Start Workflow Instances

    The user can start a workflow: manually (logged-in user), or via a host workflow (Workflow System Execution Permissions user) or alert (alert owner).

  • Manage Workflow Instances

    The user can view, stop, archive, or delete a workflow instance.

  • Permit Workflow to Access and Update all Entities & Data

    Can permit workflow instances to access all entities and data needed for system execution regardless of their security settings.

    Note:

    If the security of the Workflow System Execution Permissions user is based on this security module, and this same user is defined as the Query Permissions user for a Query-based portfolio task, this does not grant this user automatic Read & View for each portfolio and for the category conditions' data. This user must have individual Read & view permission for each category's data and for each Item/Portfolio as the usual Query permissions user.