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Procedure documentationGranting User Authorizations Locate this document in the navigation structure

 

Users must have appropriate authorizations before they start to use the workflow function. Superusers have full authorization of the workflow function. Authorizations of regular users must be granted by superusers.

Prerequisites

User must be predefined in the system.

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Authorizations   General Authorizations  . The Authorizations window appears.

  2. From the user list on the left side, select the user to whom you want to grant the authorizations.

  3. You can grant authorizations to Workflow windows and to Workflow Template.

    • To grant the authorizations to Workflow windows, do the following:

      1. In the Subject column, choose   Administration   Workflow  .

      2. From the dropdown list in the Authorization column, select the appropriate authorization option for the following windows:

        • Workflow Manager window

        • Workflow Instance window

        • Workflow Worklist window

        • Workflow Tracking window

    • To grant authorizations to Workflow Template:

      1. In the Subject column, choose   Administration   Workflow   Workflow Template  .

      2. From the dropdown list in the Authorization column, select the appropriate authorization option of each workflow template.

    Note Note

    Authorization options are as follows:

    • Full Authorization: the user can display and modify data.

    • No Authorization: the user has no access to the function.

    End of the note.

  4. Choose the Update button to save the changes.

More Information

Workflow Manager Window

Workflow Instance Window

Workflow Worklist Window

Workflow Tracking Window