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Security
Users and Groups
Workflow Users and Groups
Personnel are the users required for your facility and processes, including security set up.
Workflow Users and Personnel Classes
People are the users that are configured to have access to your facility's processes.
User Security Configuration
When configuring user accounts, the Security Editor is used to add users to groups, as well as to view and edit the key sets assigned to any groups the user is a member of.

Workflow IPI
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Orientation
Configure Your Environment
Security
- Security Overview
- Users and Groups
  - Workflow Users and Groups
    Personnel are the users required for your facility and processes, including security set up.
    - Workflow Users and Personnel Classes
      People are the users that are configured to have access to your facility's processes.
      - Add Users and Personnel Classes
        Users are the people who have access to various areas of your facility. Personnel classes are used to configure common user properties.
      - Configure Users and Personnel Classes
        Properties are used to define the unique attributes of your users and personnel classes.
      - Use Custom Property Types in the Personnel Model
      - Associate a Personnel Class with a User
        If you have a defined a personnel class with a set of propeties that are common to a specific group of users, you can associate that class with the users to make property configuration for those users easier.
      - Configure Security Credentials for a User
      - Reactivate Locked Out User Accounts
        If a Workflow user is locked out due to entering incorrect login credentials, you can reactivate the account so that the user does not have to wait for the lockout duration to pass.
      - Add a User to One or More Groups
        Use the Security Editor to add users to groups and to remove users from groups.
      - Edit or View a Group for a User
      - Remove a User Account
        You can remove user accounts from Workflow; however, before you delete a user account ensure that it is not associated with any process in your system. If you delete a user account that is in use, you may encounter problems or unpredictable behavior from the application.
      - Workflow User Account Details
        The Details tab on the S95 Model Editor for Workflow users offers general information about the selected user and allows you to create and configure the login credentials for your Workflow users.
      - User and Personnel Class Properties
        The Properties tab on the S95 Model Editor for Workflow users and personnel classes allows you to add, modify, and delete properties that are specific to a personnel class or person (user), or to view the properties for any personnel classes that are associated with the selected user.
      - User and Personnel Class Associations
        The Classes tab on the S95 Model Editor for Workflow users allows you to associate one or more personnel classes with the selected user.
      - User Security Configuration
        When configuring user accounts, the Security Editor is used to add users to groups, as well as to view and edit the key sets assigned to any groups the user is a member of.
      - Personnel Class Details
        The Details tab on the S95 Model Editor for personnel classes offers general information about the selected personnel class.
      - Personnel Class Properties
        The Properties tab on the S95 Model Editor for personnel classes allows you to add, modify, and delete properties that are specific to the selected personnel class.
    - Workflow Groups
      Workflow provides the ability to categorize your users into groups. Groups allow you to assign common permissions required by two or more users who perform similar tasks, and provide you with a simpler approach to implementing security.
- Domain-Based Security
Resource Information and Configuration
Data Administration
Forms and User Displays
Building and Configuring Workflows
eSOP
ActiveX Task Controls
Service Interfaces
Operator Task List in the Workflow Client
Best Practices

User Security Configuration

When configuring user accounts, the Security Editor is used to add users to groups, as well as to view and edit the key sets assigned to any groups the user is a member of.

Security Groups

The following table describes the information available in this section:

Attribute	Value	Description
Group List	User-defined	Displays the groups the current user is a member of.
Edit/View Group	N/A	Click to display the selected group's information in the Security Editor. You can view or edit the group's information.
Add/Remove Groups	N/A	Click to open the Add/Remove Groups dialog box.
Add/Remove Groups dialog box: Available Groups	User and system-defined	Displays the groups that are available to add the selected user to.
Add/Remove Groups dialog box: Group List	User-defined	Displays the list of groups that the selected user is already a member of.

Key Sets

The following table describes the read-only information in this section:

Attribute	Value	Description
Display Options	User-defined	Select the method you want to use to display the information for the key sets assigned to the user. You can display by key set, by resource, or by workstation.
Resource	User-defined	Displays all of the resources that the selected user holds key sets for.
Workstation	User-defined	Displays all of the individual workstations, including All Workstations if applicable, that the selected user holds key sets for.
Group	User-defined	Displays the groups that the selected user is a member of that holds key sets for the resource. This column displays when you select either the Show by Resource or Show by Workstation option.
Key Set	User-defined	Displays the key sets that the selected user holds.
Edit/View Resource	N/A	Click to display the selected resource's information in the Security Editor. You can view or edit the resource's information.