Set the policy security

The last step in the Add Workflow Policy Wizard is to set security for the workflow policy to prevent unauthorized changes.

To set the security for the policy

  1. If needed, add users or groups to the default list.
    1. Click Add New. The Select Grantee page opens for you to search for specific names.
    2. Select the Users option or the Groups option to refine the list of names available for adding.
    3. Type one or more characters for the beginning of the names to search. For example, to locate users named aalberto and amoss, type a. All user names beginning with "a" are returned. You can narrow the search by entering more characters. For example, aal would return aalberto and aallen, but not alemon or amoss.
    4. Click Search. After a brief delay, the matching names are displayed.
      • If the number of matching names is greater than the default for displaying, not all matches are displayed. You must change the search criteria and click Search again to see more results.
      • When you are satisfied with the results, select the desired names from the list. You can use Ctrl+click or Shift-click to select more than one name in the list.
    5. Click Continue to continue setting the security for the selected names. The Set Security page opens again, with the new user or group name in the list of authorized users.
  2. If needed, change the access rights for a specific user or group.
    1. Click the user or group name in the Title column. The Current Settings page opens.
    2. Turn the checkboxes on or off for Allow and Deny for each permission level as needed.
    3. Click Accept.
  3. If needed, remove a user or group from the list. Select the checkbox in the Remove column for the user or group you want to remove.
  4. Click Finish.


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