Allow Users to Create and Manage Work Item Entries

For logged users to create/manage Work Item Entries, they need the appropriate permissions assigned to their security profiles.

The Work Item Entries security permission with View, Modify, Create, Delete, Next state assignment only and Assign rights can be granted from the Workflows menu of a Security Profile edit page (Workflows > Work Item Workflows). These permissions allow users to create and manage the Work Item Entries..

This article details how to allow Users to create/manage Work Item Entries.

Note: Your PSA page may differ slightly or significantly from what you see in this article, due to being on a different version, your organization having opted for different modules, having been granted different security rights, AND/OR terminology/naming convention having been modified to suit your respective organization. But, essentially the features/functionality referred to, herein, are still the same across the board.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. From the System page click the Security button to access the Security setup page.

    Click Security button

  5. Click the expand button () located against a User Security Role Placeholder, if applicable to view the available Security Roles.
  6. Select a Security Profile.

    Select a Security Role.

  7. Upon the Security Profile page displaying, select Workflows from the menu.
  8. From the available options select Work Item Workflows.
  9. If not already, select the View / Modify / Create / Delete / Next State Assignment Only and/or Assign rights for each corresponding Workflow.
  10. Select Save.

    Select Permission