Set roles and permissions

Role memberships define which users and groups can access a process and what actions they can perform.

To configure role memberships, open a process and click Process Detail > Role Memberships.

Select Role Memberships within a process

On the page that appears, define users or groups that will have permissions to the process:

  • System Administrators — Not editable. For all publish statuses for this process, all users in the System Administrators group in the Groups section have the following permissions: ViewConfig, Edit, Create, Delete, Run, Participate, Grant, Manage, and Monitor. Refer to the roles and permissions guide for more details.
  • Process Administrators — Editable. Select the user icon to define users or groups with the following permissions for all publish statuses for this process: ViewConfig, Edit, Create, Delete, and Run.
  • Process Testers — Editable. Select the user icon to define users or groups with the following permissions for the Testing publish status of this process: Run and Participate.
  • Process Users — Editable. Select the user icon to define users or groups with the following permissions for the Production publish status of this process: Run and Participate. By default, all users in the Users group in the Groups section have access.

Permissions reports

You can generate built-in permissions reports from the roles and permissions area to review role assignments and permission configurations across the platform. For more information, refer to the permissions overview guide.