Configure permissions for an agent

  1. Once you (as a workflow admin) clicks on an agent to manage permissions, a permissions' list renders for the agent.
  2. The view lists the applications for which the agent has the access, and what permissions on those applications the agent has.
  3. Following are the supported permissions (at an application level):
    1. View Reports: If for an application this permission is granted, then the agent could view app-specific reports/requests under the Reports section.
      1. Agent can view the requests under reports, specific to application.
      2. Agent can view complete details associated with the request, download report, apply filters, manage columns etc.
    2. Take action via reports: If for an application this permission is granted, then the agent could view app-specific reports/requests under the Reports section, and can take actions via reports.
      1. Agent can view the requests under reports, specific to application.
      2. Agent can view complete details associated with the request, download report, apply filters, manage columns etc.
      3. Agent can take action on requests such as, re-trigger nodes & flow etc.
    3. View app configuration: If for an application this permission is granted, then the agent can view an application's configuration, but cannot make changes to the app.
      1. View applications' configurations
      2. Cannot create a new draft version of the application or publish an existing version.
      3. Cannot migrate the app or clone the app.
      4. Cannot view/edit the master tables or DOA, which have been added under the application.
    4. Edit app configuration: If for an application this permission is granted, then the agent can view the application's configuration & edit the application's configurations
      1. View applications' configuration

      2. Create a new draft version of the application or publish an existing version.

      3. Cannot migrate the app or clone the app.

      4. Can view/edit the master tables or DOA, which have been added under the application.

Editing permissions

  1. Admin can click on 'Edit Permissions' to update the permissions against applications for the agent.
  2. Admin can choose to add/remove the existing permissions, or choose to add a new application.
    1. Click on 'Add applications' to add new applications

    2. Select applications from the app select modal and click on 'Set permissions'.

    3. Select new permissions for the newly added permissions