Allow Users to Create and Manage Work Item Workflow Roles

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

The Work Item Workflow Roles and Work Item Workflows security permissions with View/Modify/Create/Delete rights can be granted from the Setup > Work menu of a Security Profile edit page. These permissions allow users (typically system Administrators) to create/manage the Work Item Workflows.

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

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.

   

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.

   

7. Upon the Security Profile page displaying, select Setup from the menu.
8. From the available options select Work.
9. If not already, select the View / Modify / Create and/or Delete rights to the Work Item Workflows component. For further details refer to step 11.below.

   Note: At a minimum the View right to the Work Item Workflows must be granted, otherwise the Work Item Workflows menu option will be hidden.

10. Select Save.

    

11. View the Impact of your changes for:
    A. Users with the Delete, Create, Modify, and View rights to Work Item Workflow Roles:

    Upon logging in as a user granted the Delete, Create, Modify, and View rights to the Work Item Workflow Roles:

    1. From the Icon Bar select Setup.
    2. From the menu click Work to expand the sub menu.
    3. Select Work Item Workflows. Note that: The Workflow Roles button is available and user can Delete, Create, Modify Work Item Workflow Roles.

    

    B. Users with Create, Modify, and View rights to Work Item Workflows:

    Upon logging in as a user granted the Create, Modify, and View rights to the Work Item Workflows Roles:

    1. From the Icon Bar select Setup.
    2. From the menu click Work to expand the sub menu.
    3. Select Work Item Workflows. Note that: The Workflow Roles button is available and user can, Create, Modify Work Item Workflow Roles. The user cannot Delete Work Item Workflow Roles.

    

    C. Users with Modify, and View rights to Project Status Template:

    Upon logging in as a user granted the Modify, and View rights to the Work Item Workflows Roles:

    1. From the Icon Bar select Setup.
    2. From the menu click Work to expand the sub menu.
    3. Select Work Item Workflows. Note that: The Workflow Roles button is available and user can only Modify existing Work Item Workflow Roles. The user cannot Create or Delete Work Item Workflow Roles.

    

    D. Users with View right to Work Item Workflows:

    Upon logging in as a user granted the View rights to the Work Item Workflows Roles:

    1. From the Icon Bar select Setup.
    2. From the menu click Work to expand the sub menu.
    3. Select Work Item Workflows. Note that: The Workflow Roles button is available and user can only View existing Work Item Workflow Roles. The user cannot Modify, Create or Delete Work Item Workflow Roles.

    

    E. Users without any rights to the Work Item Workflows:

    Upon logging in as a user without any rights to the Work Item Workflows Roles:

    1. From the Icon Bar select Setup.
    2. From the menu click Work to expand the sub menu.
    3. Select Work Item Workflows. Note that: The Workflow Roles button is dimmed.