Restrict access to status to specific roles

Roles for each status

After you create access roles that apply for the entire entity, you can grant role access at the individual status level.

• You can apply an access role to any Editable status.

• Access roles restrict the ability to edit to certain users in access role.

• If status is Editable and access roles are applied, people in access role can modify content when status appears to be in a non-editable state to other users.

• If status is Non-editable, access roles cannot be applied.

Grant access to roles for each status

1. On the Tools menu, point to System management and click Entities and workflows.

2. Right-click an entity and click Statuses on the context menu.

   

   A list of the configured statuses appears.

3. Select a status, and then right-click anywhere in the window. Select Access (roles).

   

4. Click New on the main toolbar to add a row.

   

5. Click the Lookup icon to select a defined role.

   To create an access role, see Create status access roles for entity.

   

6. Click Save on the main toolbar.