Workflow Definition Security

Menu Path: None

To use Workflow Definition Security, right-click a Tab, Section, or Task box in Monitoring Definition Designer or Lifecycle Definition Designer, and select Set Security.

Purpose

Enter security settings for tasks, sections, or tabs.

Overview

Use Workflow Definition Security to assign security settings to teams for specific tasks, sections, or tabs.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Workflow Definition Security window, and save the security settings.

Main Tab Fields and Buttons

Field or Button	Description
Security	Click the Lookup button to select a security level for the task, section, or tab. You can select one of the following security levels: Default - Inherit the default security level for the tab or section in which the task is included. This option is selected by default. If this option is selected for a tab and a task on the tab (or a task on a section on the tab), all users can view the task, but only users from an assigned team can update the task. Hide - Hide the task from all users except for users from an assigned team. Update - Allow all users to view and update the task. View - Allow all users to view the task, but only allow users from an assigned team to update the task. Additionally, you can set up team-specific security for tasks, sections, and tabs in the Override section. Team-specific security for tasks overrides any inherited security.
Team	Enter a team for which you want to set up security, or click the Lookup button to select a team.
Team Name	This field displays the name of the selected team.
Security (Team)	Click the Lookup button to select the security for the selected team. You can select one of the following security levels: Hide - Hide the task from all users except for users from an assigned team. Update - Allow all users to view and update the task. View - Allow all users to view the task, but only allow users from an assigned team to update the task. Team-specific security for tasks overrides any inherited security.
Enter	Click this button to enter the selected team-specific security in the Override grid.
Remove	Click this button to remove the selected team-specific security from the Override grid.
Override	This grid displays team-specific security settings for the selected task, section, or tab. Double-click a row to edit a security setting.
Inherited	This grid displays team-specific security that is inherited from a section or tab.