Workflow privileges

The following privileges control access to workflow transitions and commands related to workflow states. These privileges apply to the workflows configured for document types. For more information on configuring document type workflow, see Configuring document type workflow.

Workflow privileges
Privilege	Description
Change Manager	Allows the user to assign a different workflow manager.
Change Released Document	Allows the user to change released documents.
Change To-Do Person	Allows the user to assign a different person to the current state of document type workflows.
Derive	Allows the user to use the Derive Document and Derive with References commands to create new documents.
Edit Redlines Inside Workflow	Allows the user to redline documents while the documents are in active workflows.
Edit Rendition Redlines Inside Workflow	Allows the user to redline document renditions while the documents are in active workflows.
Initiate	Allows the user to initiate workflows to create new revisions.
Release	Allows the user to release documents from workflows. Note This privilege is required in order to save email messages in a vault with the Outlook link installed.
Release Quick Change	Allows the user to release documents from Quick Change workflows. Note This privilege is also required for Web Access users to release Managed Change project copies.
Release Quick Change For Others	Allows the user to release documents that are in Quick Change workflows assigned to other users.
Replace	Allows the user to use the Replace Document and Replace with References commands to create new documents.
Retire	Allows the user to run the Retire transition to documents to the Retired state.
Review	Allows the user to run the transitions of the Review workflow state.
Revoke	Allows the user to revoke documents in active workflows.
Revoke Quick Change	Allows the user to revoke documents in Quick Change workflows.
Revoke Quick Change For Others	Allows the user to revoke documents that are in Quick Change workflows assigned to other users.
Start Quick Change	Allows the user to initiate Quick Change workflows for documents and to assign them to themselves. Note This privilege is also required for Web Access users to create Managed Change project copies.
Start Quick Change For Others	Allows the user to initiate Quick Change workflows for documents and to assign them to other users.
Unretire	Allows the user to run the Unretire transition to route documents out of the Retired state.

Workflow privileges

Privilege

Description

Change Manager

Allows the user to assign a different workflow manager.

Change Released Document

Allows the user to change released documents.

Change To-Do Person

Allows the user to assign a different person to the current state of document type workflows.

Derive

Allows the user to use the Derive Document and Derive with References commands to create new documents.

Edit Redlines Inside Workflow

Allows the user to redline documents while the documents are in active workflows.

Edit Rendition Redlines Inside Workflow

Allows the user to redline document renditions while the documents are in active workflows.

Initiate

Allows the user to initiate workflows to create new revisions.

Release

Allows the user to release documents from workflows.

Note This privilege is required in order to save email messages in a vault with the Outlook link installed.

Release Quick Change

Allows the user to release documents from Quick Change workflows.

Note This privilege is also required for Web Access users to release Managed Change project copies.

Release Quick Change For Others

Allows the user to release documents that are in Quick Change workflows assigned to other users.

Replace

Allows the user to use the Replace Document and Replace with References commands to create new documents.

Retire

Allows the user to run the Retire transition to documents to the Retired state.

Review

Allows the user to run the transitions of the Review workflow state.

Revoke

Allows the user to revoke documents in active workflows.

Revoke Quick Change

Allows the user to revoke documents in Quick Change workflows.

Revoke Quick Change For Others

Allows the user to revoke documents that are in Quick Change workflows assigned to other users.

Start Quick Change

Allows the user to initiate Quick Change workflows for documents and to assign them to themselves.

Note This privilege is also required for Web Access users to create Managed Change project copies.

Start Quick Change For Others

Allows the user to initiate Quick Change workflows for documents and to assign them to other users.

Unretire

Allows the user to run the Unretire transition to route documents out of the Retired state.

Related concepts

Security privilege descriptions

Understanding security roles