The ability of users to access work and the functionality displayed in workflow items depends on the privileges contained in the roles that are assigned to the groups to which the users belong. Roles are commonly used to limit the following types of actions to specific user groups:
- Creation of new jobs
- Reassignment of jobs
- Editing of workflow diagrams
- Management of workflow item settings
Note:
Workflow item privileges are separate from ArcGIS Enterprise privileges and don't require ArcGIS Enterprise administrative privileges to manage roles and privileges for workflow items in Workflow Manager.
Users
User accounts and access to the Workflow Manager web app are managed in your organization's ArcGIS Enterprise portal.
Learn more about adding members to your portal
Learn more about licensing the Workflow Manager user type extension
Groups
Groups are managed in your organization's ArcGIS Enterprise portal and allow workflow item administrators to assign roles with a set of privileges to a group of users for a workflow item.
Roles
A role contains a set of privileges that can be assigned to ArcGIS Enterprise portal groups to give each user in the group the underlying privileges for a workflow item. The following sections list the privileges assigned to the default workflow item roles.
Workflow Administrator
The Workflow Administrator role requires a portal Creator user type with a Publisher role and contains the following privileges:
Privilege | Description |
---|---|
adminAdvanced | View the Design page and configure workflow diagrams, job templates, and workflow item settings such as group roles and privileges. |
jobAssignAny | Assign any job to any person or group at any time. |
jobAssignGroup | Assign any job assigned to your group to any person in the group. |
jobAssignIndividual | Assign any job that is assigned your group to yourself, and assign any job that is assigned to yourself to your group. |
jobClose | Close a job when the workflow is complete. |
jobCreate | Create a job. |
jobDelete | Delete a job. |
jobUpdateAttachments | Add, update, and delete job attachments. |
jobUpdateDate | Update scheduled start or end date for jobs. |
jobUpdateDescription | Update job descriptions. |
jobUpdateExtendedProperties | Update extended properties for jobs. |
jobUpdateName | Update job name. |
jobUpdateOwner | Update job owner. |
jobUpdatePriority | Update job priority. |
jobUpdateStatus | Update job status. |
jobUpgrade | Upgrade a job's workflow diagram to the latest version. |
viewManagePage | View the Manage page. |
viewCreatePanel | View the Create panel. |
viewDetailsPanelAttachments | View job attachments on the Details panel. |
viewDetailsPanelDiagram | View job workflow diagrams on the Details panel. |
viewDetailsPanelLocation | View job locations on the Details panel. |
viewDetailsPanelProperties | View job properties on the Details panel. |
viewWorkPage | View the Work page. |
Workflow Designer
The Workflow Designer role requires a portal Creator user type with a Publisher role and contains the following privileges:
Privilege | Description |
---|---|
adminBasic | View the Design page and allows a user to configure workflow diagrams and job templates. |
jobAssignAny | Assign any job to any person or group at any time. |
jobAssignGroup | Assign any job assigned to your group to any person in the group. |
jobAssignIndividual | Assign any job that is assigned your group to yourself, and assign any job that is assigned to yourself to your group. |
jobClose | Close a job when the workflow is complete. |
jobCreate | Create a job. |
jobDelete | Delete a job. |
jobUpdateDate | Update scheduled start or end date for jobs. |
jobUpdateDescription | Update job descriptions. |
jobUpdateExtendedProperties | Update extended properties for jobs. |
jobUpdateName | Update job name. |
jobUpdateOwner | Update job owner. |
jobUpdatePriority | Update job priority. |
jobUpdateStatus | Update job status. |
jobUpgrade | Upgrade a job's workflow diagram to the latest version. |
Manage Jobs - Advanced
The Manage Jobs - Advanced role requires a portal Editor user type and contains the following privileges:
Privilege | Description |
---|---|
jobAssignAny | Assign any job to any person or group at any time. |
jobCreate | Create a job. |
jobDelete | Delete a job. |
jobUpdateDate | Update scheduled start or end date for jobs. |
jobUpdateDescription | Update job descriptions. |
jobUpdateExtendedProperties | Update extended properties for jobs. |
jobUpdateName | Update job name. |
jobUpdateOwner | Update job owner. |
jobUpdatePriority | Update job priority. |
jobUpdateStatus | Update job status. |
viewCreatePanel | View the Create panel. |
viewDetailsPanelAttachments |
View job attachments on the Details panel. |
viewDetailsPanelDiagram | View job workflow diagrams on the Details panel. |
viewDetailsPanelLocation |
View job locations on the Details panel. |
viewDetailsPanelProperties |
View job properties on the Details panel. |
viewManagePage | View the Manage page. |
viewWorkPage | View the Work page. |
Manage Jobs - Basic
The Manage Jobs - Basic role requires a portal Editor user type and contains the following privileges:
Privilege | Description |
---|---|
jobAssignGroup | Assign any job assigned to your group to any person in the group. |
jobAssignIndividual | Assign any job that is assigned your group to yourself, and assign any job that is assigned to yourself to your group. |
viewCreatePanel | View the Create panel. |
viewDetailsPanelAttachments |
View job attachments on the Details panel. |
viewDetailsPanelLocation | View job locations on the Details panel. |
viewDetailsPanelProperties | View job properties on the Details panel. |
viewWorkPage | View the Work page. |
Privileges
Privileges allow groups of users to access work and specific functionality in supported applications in Workflow Manager. For example, some user groups may be able create jobs, while other user groups can run jobs but not create them.
The following is a list of Workflow Manager privileges, the required portal user type, and their descriptions:
Privilege | Portal user type | Portal role | Description |
---|---|---|---|
adminAdvanced | Creator | Publisher | View the Design page and configure workflow diagrams, job templates, and workflow item settings such as group roles and privileges. |
adminBasic | Creator | Publisher | View the Design page and allows a user to configure workflow diagrams and job templates. |
jobAssignAny | Editor | N/A | Assign any job to any person or group at any time. |
jobAssignGroup | Editor | N/A | Assign any job assigned to your group to any person in the group. |
jobAssignIndividual | Editor | N/A | Assign any job that is assigned your group to yourself, and assign any job that is assigned to yourself to your group. |
jobClose | Editor | N/A | Close a job when the workflow is complete. |
jobCreate | Editor | N/A | Create a job. |
jobDelete | Editor | N/A | Delete a job. |
jobUpdateAttachments | Editor | N/A | Add, update, and delete job attachments. |
jobUpdateDate | Editor | N/A | Update scheduled start or end date for jobs. |
jobUpdateDescription | Editor | N/A | Update job descriptions. |
jobUpdateExtendedProperties | Editor | N/A | Update extended properties for jobs. |
jobUpdateName | Editor | N/A | Update job name. |
jobUpdateOwner | Editor | N/A | Update job owner. |
jobUpdatePriority | Editor | N/A | Update job priority. |
jobUpdateStatus | Editor | N/A | Update job status. |
jobUpgrade | Editor | N/A | Upgrade a job's workflow diagram to the latest version. |
viewCreatePanel | Viewer | N/A | View the Create panel. Note:This privilege also requires the viewWorkPage or the viewManagePage privilege. |
viewDetailsPanelAttachments | Viewer | N/A | View job attachments on the Details panel. |
viewDetailsPanelDiagram | Viewer | N/A | View job workflow diagrams on the Details panel. |
viewDetailsPanelLocation | Viewer | N/A | View job locations on the Details panel. |
viewDetailsPanelProperties | Viewer | N/A | View job properties on the Details panel. |
viewManagePage | Viewer | N/A | View the Manage page. |
viewWorkPage | Viewer | N/A | View the Work page. |