Workflow Manager Permissions

AdminStudio 2025 R2 | 30.0 / AdminStudio Enterprise Server 2025

The Workflow Manager category covers general access to Workflow Manager, allowing you to specify precisely which areas of the product people may use.

Category	Right	This right grants permission to...
Workflow Request	View	See the Properties and Issues tabs on the Workflow Request page for an existing workflow request.
	Edit	Modify an existing workflow request.
	Copy	Duplicate an existing workflow request.
	Add	Create a new workflow request.
	Delete	Remove an existing workflow request.
	Monitor Workflow Progress	See the Progress tab of the Workflow Request page, and complete workflow steps and workflow phases.
	View Related Workflows	See the Related Workflows tab of the Workflow Request page.
	Add Related Workflows	Link one workflow request to another on the Related Workflows tab
	Deleted Related Workflow Links	Unlink related workflows.
	Edit Workflow Due Period	Modify the Workflow due period field on the Properties tab of the Workflow Request page.
	View Properties	See the Properties tab of the Workflow Request page.
	View Uploaded Files	See the Uploaded Files tab of the Workflow Request page.
	View Downloadable Files	See the Downloadable Files tab of the Workflow Request page.
Workflow Request (Continued)	View Documents	See the Documents tab of the Workflow Request page.
	Upload Documents	Upload documents on the Documents tab of the Workflow Request page.
	Delete Documents	Delete documents on the Documents tab of the Workflow Request page.
	Download Documents	Download documents on the Documents tab of the Workflow Request page.
Calendar Settings	View	See the Calendar Settings Administration page.
	Edit	Modify calendar settings.
Consumer Company	View	See the list of existing consumer companies, and view their details.
	Edit	Update details of an existing consumer company.
	Add	Create a new consumer company.
	Delete	Remove an existing consumer company.
Issues	View	See the Issues tab of the Workflow Requests page, and drill through to see details of an individual issue.
	Respond	Respond to an existing issue.
	Add	Create a new E-mail or Knowledge Base issue.
	Close	Close an existing E-mail or Knowledge Base issue.
	Add/Close Critical Issue	Create and close Critical issues.
My Notifications	View	See the My Notifications pages: My Default Project Notifications and My Workflow Notifications .
	Edit	Modify settings on the My Default Project Notifications and My Workflow Notifications pages.
Workflow and Template Permissions	View	See the permission and email settings on the Template Details and Project Details pages.
	Edit	Modify the permission and email settings on the Template Details and Project Details pages.
Projects	View	See the Project Administration page, and see (but not update) project details on the Project Details page.
	Edit	Update details of an existing project.
	Add	Create a new project.
	Delete	Remove an existing project.
Search	Simple Search	Enter keywords in search box on the Home page to search for a workflow request by name.
	Advanced Search	Search for workflow requests by specifying multiple criteria on the Filter Your Search menu.
Task Approval	Approve on Behalf	Enables user to approve a workflow step with a Step Type of Approval Task on behalf of any and all users.
Templates	View	See the Template Administration page, view template details on the Template Details page, and add an external data source by clicking External Data Sources on the Settings menu.
	Copy	Duplicate an existing template.
	Add	Modify an existing template and create a new one.
Terminology	View	See and modify system terminology.
Work Assignment	View	See a list of existing work assignments on the View Assignments by Account page.
	Assign	Assign work on the Assign Work page.
Workflow Administrator Company	View	See the list of existing administrator companies, and view and update administrator company details.
	Add	Create a new administrator company.
Workflow Status Management	View	See the Workflow Status Administration page and see (but not modify) workflow status details on the Edit Workflow Status page.
	Edit	Update workflow status details on the Edit Workflow Status page.
	Add	Create a new workflow status.
	Delete	Remove an existing workflow status.
Time Off Admin	Admin	Gives user permission to see time off records for all users who are members of the administrator company or one of its associated consumer companies. Without this role permission, a user can only see their own time off records.