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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.
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.

Workflow IPI
Get Started
Tutorials
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

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.

About this task

The following steps outline the process for adding users whose Workflow security credentials you plan to manage strictly within the program. You can also use Windows domain user accounts to manage access to and within Workflow. For more information, see Windows Domain-based Security.

Procedure

In the navigator, click Personnel.
In the Folders list, select the resource type you want to work with.

Tip: As more lists appear, select the appropriate resource until you find the one you want to work with.
Click Add.
In the Name and Description fields, enter a name and description for the resource.

Note: There may be limits to the type and number of characters you can use.
Click OK.

What to do next

After creating a Workflow user, you must configure the user's security credentials; otherwise, the user will not be able to log into Workflow.