Configuring User/Group Security for Workflow 8

The Workflow 8 Administration Console's Security node enables you define what each user and group can and can't do in Workflow 8.

To configure security for a user or group

1. Open the Workflow 8 Administration Console.
2. In the console tree pane, expand a Workflow Server.

   

3. Right-click the Security node and select New User.
4. In the User Properties dialog box, select Browse.

   

5. In the Select User or Group dialog box, under Enter the object name to select, enter the name of an existing Windows or active directory user or group. Click examples to see the syntax that can be used.

   

   Note: Workflow 8 will only interact with users or groups that appear in the Workflow 8 Administration Console's User Sources node. You cannot search for Laserfiche users.

6. Click Check Names. The Workflow 8 Administration Console will search for the name according to the Object Types and Locations specified above. To change either of these settings, click the corresponding button. If the name is valid, it will become underlined.
7. Optional: To perform a more advanced search, click Advanced.

   

Select Object Types to determine the type of object to search for (e.g., users or groups).

Select Locations to define where the search should be performed (e.g., the local machine, across the active directory, a portion of the active directory).

Under Common Queries, configure your search. Select Columns to build a more specific query based on specific properties.

Click Find Now to perform the search.

Select a result in the bottom pane.

Click OK.

8. Once the desired user or group has been found, select OK.
9. Assign permissions in the General Permissions tab.

   

   Note: Selecting Administrator grants the user all permissions and access rights to all workflows and starting rules. If you select this option, click OK and skip to Step 17 below.

10. Select the Access Rights tab to define access rights for specific workflows, workflow templates, and/or starting rules.

    

11. Select a permission type from the drop-down box.
12. Select Add.
13. Select a workflow, workflow template, or starting rule from the drop-down box. Click OK.
14. Select the workflow, workflow template, or starting rule in the center pane.

    

15. Select the access rights you would like this user or group to have.

    

16. Optional: Repeat Steps 11-14 for additional access rights you want to set.
17. Click OK.