Managing Access Rights on a Single Process Diagram

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Modify the access rights on a single process diagram.

Procedure

1.Click the Processes link on the navigation bar and navigate to the diagram you want to modify.

2.Click View draft.

3.Click Manage users.

Note: The diagram must be unlocked to modify the access rights. For information on unlocking diagrams please click here.

4.In the panel that opens, click Current diagram.

5.Click Next.

6.Click in the search field and start typing the name of the user or group. Alternatively, click the down arrow to display a list of users and groups.

The available users or groups will be displayed as you type, therefore you might not need to enter the full name.

Hovering over a user might display additional user attributes. These will only be available if they've been added to the user's account, and might include job title, department, reports to, and description. This can be particularly useful in differentiating between users with similar names.

7.Click to add them.

Note: To remove a user or group from the list, click the check box to select them, and then click .

8.Choose from the following options:

To assign their access rights click the down arrow next to their avatar, and select or deselect:

Inherit from uninvited

Can view only

Can edit

Has no access

 

To manage the owner, author and promoter, click the 2nd down arrow, and select or deselect:

is the author

is the owner

can promote draft

 

Note: A diagram can only have one owner and author, however you can select multiple promoters. Not all options will be available.

9.Repeat steps 6, 7 and 8 for each user and group you want to add.

10.Click Save.