You can use access control in Signavio Workflow Accelerator to restrict who can access a process as a whole, or specific tasks within a process. Processes and tasks default to public accessibility, which means that all users in the organization have access. When you configure access controls, you restrict access to specific users or groups.
When you make a process private, you can grant six different permissions to users and groups.
- Edit process - make changes to a process and publish new versions
- Start process - start new cases for the process
- View process - see the process in the list of processes
- Edit cases - work on the process’ cases, by editing or completing tasks
- View cases - see the cases for the process
- Create reports - create reports of the process.
You can use these access controls in several ways, to restrict how people work on processes. For example, use the permission:
- Edit process, granted to a group, to restrict process editing to experienced process modelers
- View process, granted only to your own user, to hide incomplete or draft processes from other people while you create a first version
- Start process, granted only to your own user, so that people with View process and Edit process permission can collaborate on process modeling but cannot start cases until you publish it
- Edit cases, assigned to one group but not another, to allow one group to work on cases, while the other group can view their work.
- View cases, assigned to a group, to restrict access to cases that contain sensitive information,
- Create reports, granted to a business user group to allow them to analyze process metrics.
To apply process restrictions, open a process and select Details.
On the Process details page, the Options tab has an Access rights section.
Click the Make this process private button to configure access control.
You can now use the checkboxes to grant permissions to users and groups. Use the text box to search for additional users and groups, to add them to the table, so you can then grant access to them.
Click the Make this process public to remove all access restrictions on the process.
In the same way that you can restrict access to a whole process, you can also restrict access to individual user tasks in the process.
When you make a user task private, you can grant two different permissions to users and groups.
- View task - review the task and participate in discussion by adding comments
- Edit task - change the task’s title, assignment and due date, and create subtasks.
Suppose you have a process that includes an approval, where someone from a Managers group must approve or reject a request from someone in the Employees group. You need to use the Edit task permission to restrict access to the approval user task, so that only managers can provide the approval.
To apply user task restrictions, open a process and select the user task. In the user task configuration panel, select the Access Rights tab. Click the Define specific access button to configure access control.
You can now use the text box to search for users and groups, and use the checkboxes to grant permissions.