Administer > Application setup > Process Designer > Process Designer security model > Roles in the operator record > Modify allowed categories and allowed statuses

Modify allowed categories and allowed statuses

Applies to User Roles:

System Administrator

For both roles and areas, an administrator can specify in the Allowed Categories and Allowed Statuses fields the categories and statuses for which a role has rights within an area. Before you can do this, you must first update the applicable data policy record. These rights give a role in combination with the other rights access to the specific categories and statuses selected. When no selections are made for Allowed Categories or Allowed Statuses, the role has access to all categories or statuses within the area.

You must first ensure that the data policy record for the role within an area has been updated to include the Allowed Categories and Allowed Statuses fields.

Note When you add a new setting, it is only inherited when you add a new role.

To modify Allowed Categories and Allowed Statuses, follow these steps:

  1. Click System Administration > Security > Roles.
  2. Use search to display a list of roles.
  3. Select the role to update.
  4. Select the area you want to update.
  5. Select the allowed categories and the allowed Statuses from the drop-down lists.
  6. Click Save.

Add an area

Add a security role

Update rights to display allowed categories and allowed statuses