Security Profile WFM Tab: WF Manager Permissions

Required security profile permissions: Security Profile Edit.

Workflow Templates

Enables users to create new workflow templates and to see the WF Manager Configure Workflow Templates link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Edit

Agent

 
Supervisor  
Manager  

Work Orders

Enables users to create new work orders and edit or delete existing ones and to see the WF Manager Manage Work Orders link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Edit

Agent

 
Supervisor  
Manager  

My Work Order Assignments

Enables users to edit or delete their own work order assignments and to see the WF Manager My Work Order Assignments link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Edit

Agent

 
Supervisor  
Manager  

Work Order Report

Enables users to apply parameters and run the work order report on the Work Order Report page and to see the WF Manager Work Order Report link in the WFMv2 Portal menu.

By default, the Manager, Supervisor, and Agent system security profiles have the following permissions enabled: 

Security Profile Edit

Agent

 
Supervisor  
Manager  

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