XMS Configuration Guide
10-25
Work Order Workflow Configuration
Workflow option: Roles
There are some actions within the work order workflow, like approving a job, that you will
want to restrict to a certain group of people. Rather than assigning individual permissions
to each user, you can create groupings of permissions, called roles. Roles allow users to
perform the tasks applicable to their job function.
For example, the two roles listed below contain permissions that are relevant to the job
functions within a graphics department.
These roles can then be assigned to individual users who require specific permissions to
perform their job functions (John and Jill). Note that roles also allow you to easily expand a
user’s permissions by assigning them additional roles (Jim), rather than additional
permissions.
•
John is a graphic artist who has been assigned the Graphic Artist role.
•
Jim is a team leader who needs the permissions associated with both the Graphic Artist
and Supervisor roles.
•
Jill is the Art Director and she only needs the permissions associated with the
Supervisor role.
The following sections provide instructions for creating new roles, removing existing roles,
and editing an existing role’s properties and permissions:
•
“Adding a new role to the workflow” on page 10-26
•
“Editing an existing role’s properties and permissions” on page 10-28
•
“Deleting a role from the workflow” on page 10-29
Role: Graphic Artist
Role: Art Supervisor
P1 - Create work order
P2 - Ingest graphics
P1 - Assign staff
P2 - Delete work order
P3 - Approve work order
P4 - Finalize work order