Workflow Base Permissions
Workflow Base
The default Workflow Base role determines which users can access and work with different workflows and automation plans.
J1 Web users do not need to be in a Workflow role to be involved with a workflow. For general purposes, users only need to be in a role with Interaction Access permissions enabled.
Definitions
Permission | Users in this role can. . . |
|---|---|
Can manage workflow definitions | Create, update, publish, associate, and delete workflows on the Manage Workflows page. |
Workflows
Permission | Users in this role can. . . |
|---|---|
Can view workflows | View workflows on person pages. General system users that aren't responsible for managing workflows do not need this permission to see workflows. General users only need to be in a role with module access enabled. |
Can associate workflows | Associate workflows with individuals from their pages in the system. |
Can delete workflows | Delete inactive, unused interactions on the Manage Workflows page. |
Can remove workflows | Remove a workflow associated with an individual. |
Automation Plan Permissions
Permission | Users in this role can. . . |
|---|---|
Can automate long running processes | Long running processes can be initiated from automation plans. Long running processes can be performing rules-based updates, making automated advisor assignments, and stored procedures. Users with this permission enabled can include a long running process in the automation plan they create. |
Can add or edit automation plans | Build and manage automation plans. |
Can delete automation plans | Permanently delete automation plans in J1 Web. These users should understand when and how automation plans are used. |
Can view automation plans | View automation plans and the interactions associated with them. |
Can manually run automation plans | Access Run Automation Plan Now option to run an automation plan outside the scheduled timeframe. |
Additional Permissions
Permission | Users in this role can. . . |
|---|---|
Can manage blocks | Access block settings on the Workflow Summary page. These settings let users add and update custom content blocks as well as remove, activate, deactivate, and reorder Jenzabar-provide and custom content blocks on the page. |