Administering Workflows
The Workflows function specifies which Sierra functions are available to a user.
Editing Workflows
To edit workflows, follow these steps:
- Choose Authorizations and Authentication Admin from the Admin App menu.
- Choose Users.
- Click the + to the left of a listed user to expose the EDIT button.
- Click the EDIT button.
- Choose Workflows.
- The system presents two parallel lists, one showing workflows that the user has been assigned and the other showing workflows that the user has not been assigned.
- To add a function, use the mouse to drag the function from the Available Workflows list to the Assigned Workflows list.
- To remove a function, use the mouse to drag the function from the Assigned Workflows list to the Available Workflows list.
You can view a subset of the workflows on either list by typing a pattern of three or more characters into the Filter list by typing here box.
- Click the SAVE button.
Importing User Parameters
You can copy the parameters of an existing user with the Import Settings function.
- Choose Import Settings
- Select the user whose parameters you want to import.
- Select the parameters you want to import.
- Click IMPORT SETTINGS