Before you start a workflow on a repository object, you must identify the users who will participate in this specific workflow.
The users participating in a specific workflow are identified in the Roles tab in a Define Access Controls dialog. Access controls can be set at a cabinet or folder level, and objects contained by the cabinet or folder inherit the settings unless inheritance is disabled. Access controls can also be set on individual objects in the repository, and those settings override any inherited settings.
- Right-click the workflow object and select .
- In the Define Access Controls dialog, select the Roles tab.
The Role Groups area shows the roles currently selected for the object, if any, in the Present pane. If a role is selected, the Inheritors pane displays objects higher up in the hierarchy that grant that role, if any.
- Adjust the list of Role Groups needed for the workflow by adding them to or removing them from the Present pane.
- Select a role in the Present pane and in the Details area adjust the users or groups to assign participants to that role for the workflow by adding them to or removing them from the Present panes.
For roles that are defined for an individual user assignment, add just a single user to the
Present pane. For roles that are defined for a pool assignment or a parallel workflow, add users or groups as needed. See
About Roles in Workflow.
- Repeat to assign participants for each role in the Role Groups list.
- Click OK.