Setting Up Access Permissions for Categories

You can set permissions for request forms in categories.
For categories, set the following permissions for departments, users, or roles.

  • Access permissions

You cannot set privileges to "(Uncategorized)".

The permissions for workflows vary by the security model applied to the scheduler.
The default setting is set to "REVOKE (All users have access except users on list)". All users are allowed to use request forms in all categories.
For information on permissions, refer to User Rights and Prioritized Access Permissions.

Setting User Rights

Set access permissions for each category.
The example shows how to set access permissions when the security model is "GRANT (Only users on list have access)".

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Edit user rights.

  6. On the "Edit user rights" screen, select a category and click "Edit".

    Image of an set action link

  7. On "User rights" screen, check that the security model is "GRANT (Only users on list have access)".

    If the security model is set as "REVOKE (All users have access except users on list)", click Change to change the setting to "GRANT (Only users on list have access)". For details, refer to Changing the Security Model.
    Screenshot: Radio button of GRANT (select users to allow) is selected in the list of User rights screen

  8. Click Add in "User Rights".

    Image of an add action link

  9. On the "Add new entry" screen, select the organization, user, or role, and then click Add.

    To select a role, switch the view to the Roles tab.
    When you switch tabs after clicking Add, the selected departments, users, or roles are cleared before you switch.
    "Add new entry" screen

  10. Confirm your settings and click Add.

Deleting User Rights

Delete access permissions granted to users and departments.
If you delete user rights, actions that users can perform changes as follows depending on the security model:

  • If the security model is "GRANT (Only users on list have access)":
    Users who were deleted the user rights or users who belonged to the departments or roles that lost user rights no longer be able to work with items they previously could.
  • If the security model is "REVOKE (All users have access except users on list)":
    Users who were deleted the user rights or users who belonged to the departments or roles that lost user rights can now work with items they prohibited to use.

Selecting and Deleting User Rights

Select and delete user rights.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Edit user rights.

  6. On the "Edit user rights" screen, select a category and click "Edit".

    Image of an set action link

  7. On "User rights" screen, select the checkboxes of the departments, users, or roles to delete, and then click Delete.

    Screenshot: Checkboxes of users to be deleted are selected on the User rights screen. The Delete button is highlighted

  8. Click Yes on "Delete user rights" screen.

Deleting All User Rights

Delete all user rights.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Edit user rights.

  6. On the "Edit user rights" screen, select a category and click "Edit".

    Image of an set action link

  7. On "User rights" screen, click "Delete all".

    Screenshot: Link to delete all is highlighted in the list of User rights screen

  8. Click Yes on "Delete all user rights" screen.