Managing access to workflow projects

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You can provide users and groups with permission to access individual workflow projects, specifically process applications, toolkits, and case templates.

Before you begin

To manage access to individual workflow projects, you must have administrative access to:

  • Process application
  • Toolkit
  • Case template

OR

  • Workflow Center repository.

Users or groups can manage Workflow project with suitable permissions. Administrators can add users and groups with Read, Write, or Admin access to Workflow project.

The user who created the workflow project automatically has administrative access.
Note:
  • To test, install, or manage a snapshot with advanced content (example -BPEL process) in Workflow Center, a user or group must have the Configurator, Operator, and Deployer roles in WebSphere® Application Server. To assign these roles, go to Users and Groups in the WebSphere administrative console.
  • For case solutions, you must use the Case administration client to add users or groups to a case project area. Alternatively, if you are using an embedded CPE and want to add users to the default project area, you can follow the below procedure as well.
    1. Log in to the WebSphere administrative console as an administrator.
    2. In the left navigation, click Users and Groups > Manage Groups.
    3. Select admingroup and then click the Members tab.
    4. If you don't see the user you want to grant permissions to already listed, click Add Users and complete the required fields.
    When the user is added to the admingroup, he or she has full administrative control.

    For more information about giving a user access to a case solution, see Planning for security in the development environment .

Procedure

To manage access to process apps, case templates, or toolkits, complete the following steps:

  1. In the Workflow Center, Select Process apps, Case solutions, or Toolkits.
  2. To manage user access
    • For a process app or toolkit, click the Details icon
    • For a case template, select Templates and then select Details icon.
  3. Select Permissions.
  4. Click Add users or Add groups.
  5. Search for the name of the user or group (typing two asterisks shows everyone), select the check box for the ones you want to add, and then click Add users or Add groups.
    These users and groups are given Read access to the specified workflow project.
  6. To grant additional permissions to the specified workflow project, select Write or Admin for each user or group. The following table describes each permission level.
    Table 1. Permissions for users and groups
    Workflow Project Access Level Description
    Read With Read permission, a user can do these things:
    • View the process application, toolkit, or case solution in Workflow Center.
    • View all library items included in the process application, toolkit, or case solution in Workflow Center if the user also has Read access to the repository.
    • Open the process application, toolkit, or case template in Workflow Center.
    • Install snapshots to workflow servers in development environments.
    • Export snapshots from Workflow Center.
    Write With Write permission, a user can do these things:
    • Perform all the tasks associated with Read permission.
    • Create, edit, or delete library items in the process application, toolkit, or case template if you have Read access to the project and repository.
    • Create process application, toolkit, or case template snapshots and edit snapshot properties in Workflow Center.
    • Archive snapshots in a process application or case template.
    • Create and archive branches for a process application or case template.
    • Install snapshots to workflow servers in any non-production environment.
    Admin With Admin permission, a user can do these things:
    • Perform all the tasks associated with Read and Write permission.
    • Edit process application, toolkit, or case template settings in Workflow Center.
    • Activate snapshots in Workflow Center.
    • Edit track details in Workflow Center.
    • Modify user and group access to the process application, toolkit, or case template.
    • Archive a process application or case template in Workflow Center.
    • Install snapshots to workflow servers in production environments.
  7. To remove access for a user or group, click the Remove icon.

Results

Users and groups can now access individual workflow projects, specifically process applications, toolkits, and case templates.