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System Permissions How To's

How to's for the System Permissions guide.

How to grant workflow proxy permissions​

Steps:

  1. Open Admin Tools → Security.
  2. Assign Start Flow on Behalf for initiating flows on behalf of others.
  3. Assign Continue Flow on Behalf to continue or approve existing flows.
  4. Ensure the acting user has an active delegation.

How to authorize Access Key operations​

Steps:

  1. In the Security panel, open the relevant permission group.
  2. Enable Access Keys > List to allow users to see keys.
  3. Enable Access Keys > Manage to allow full management of access keys.

Granting "Login As" permission to a user​

Steps:

  1. Go to Admin Tools → Security.
  2. Select the relevant permission group.
  3. Under "System Permissions", enable Login As.
  4. Ensure the user has a valid delegation defined.

How to resolve conflicting permission assignments​

Steps:

  1. Identify all permission groups assigned to the user.
  2. Review each group for Deny entries.
  3. Remove or adjust Deny entries where appropriate.
  4. Use the Reason button in the UI to trace inherited permissions.

Tip: Setting a permission value to Not Set means that the relevant permission will inherit its value from a different permission group. This option can be used to maintain a neutral behavior when a decision on the permission setting within a specific group is uncertain.

How to grant delegation permissions​

Steps:

  1. Open Admin Tools → Security.
  2. Select a permission group.
  3. Grant Delegation > List for read access.
  4. Grant Delegation > Manage to allow add/edit/delete.