Role Access is granted on a Step by Step basis. To add a Role to a Step per the instructions below, the Role has to exist first. If you do not have a Role created already, refer to the Creating Roles article to learn more.
If you already have a Role created and would like to grant that Role more Step access, follow the instructions below.
Granting Role Access to a Step
- Right click on a Step and select Edit from the menu.
2) In the Roles section, all Roles that have been created by any users in Risk Cloud will appear, toggle the Pencil or Book icons to set an Entitlement for a given Role. If neither is chosen, then that Role will have no access to any of the Records that are currently within this Step, or stage, of the Workflow.
- This is a Step that is typically missed in building out a new Application. If no Step Entitlements are given to any Role, then the Application you just built will not show up on your Dashboard and you will not be able to create or submit work in this Application.
- It is typically best practice that if a Role has Edit access to at least one Step within a Workflow, then you should also give them Read access to the remaining Steps in the Workflow so that they are able to view their item through to its completion.
- If a user has multiple Roles associated with their account, they will receive the highest level of access to any and all Steps that their Roles have. For example, if a user has Role A and Role B attributed to them, and Role A has Read access and Role B has Edit access to a given Step, then that user will be granted Edit access to the Step.
- When giving Step Entitlements to a Role, a user within that Role will have access to all Records that are currently within that Step. If you want to restrict access in a more granular Record-by-Record basis, you would need to setup User Group access as described in the Getting Started with User Groups article.
- You can also give Roles access to Step Entitlements via the Access module as described in more detail here.