Assign Privileges To a Workflow State

The To-Do PersonsPrivileges page options specify any additional privileges that users will have for documents that are routed to the current state. These privileges are in addition to the privileges defined for the users’ security role that is assigned to the folder containing the documents. This can be useful to grant additional privileges to users that do not normally have them, for the purpose of participating in the workflow.

For example, if a user does not have the Edit in Application privilege because their role does not include that privilege, selecting the Edit in Application privilege on the To-Do PersonsPrivileges page grants the user that privilege for documents in this state only, regardless of the current folder and the user’s security role. However, the reverse is not true. Privileges that are not selected on this page are not revoked if the user’s current security role grants the privileges.

To assign privileges to a workflow state:

1. In Configurator, expand Workflow Definitions in the configuration tree and select the workflow definition you want to edit. Its property pages appear in the right pane.
2. Click the States tab to display the current workflow.
3. Click the Edit button to modify the workflow.
4. Double-click the state that you want to edit. The state’s Properties page appears.
5. Click the To-Do PersonsPrivileges tab. The current to-do persons privileges options appear.
6. Select the additional privileges that will be granted to users in this state.
7. Click the OK button to close the Properties dialog box.
8. Click the OK button to save your changes.