In addition to configuring the security settings associated with a process model, Appian allows users with sufficient rights to configure the security associated with a process. By default, all processes inherit security from their process model. The inherited security can be overridden from the process's security settings menu or through the Modify Process Security Smart Service.
Changing the security of a process does not automatically update the security of a process dashboard.
The different roles that can be assigned to actors in a process are described in the following tables.
|Reassign tasks assigned to me, when reassignment is enabled||Yes||Yes||Yes||Yes||Yes|
|View tasks assigned to other users||Yes||Yes||Yes||Yes||No|
|Reassign tasks assigned to other users, regardless of whether reassignment is enabled||Yes||Yes||Yes||No||No|
|View and complete tasks assigned to other users||Yes||Yes||No||No||No|
Note: Any user, by default, can view and complete tasks assigned to them.
|Add attachments/notes to a process||Yes||Yes||Yes||Yes||No|
|Update process variables||Yes||Yes||Yes||No||No|
|Remove attachments/notes from a process||Yes||No||Yes||No||No|
|Change process security roles for other users and groups||Yes||No||No||No||No|
|Perform in-flight modifications to the process||Yes||No||No||No||No|
|Stop or pause a process||Yes||No||No||No||No|
|Delete a process||Yes||No||No||No||No|
|View a process report and process variable values||Yes||Yes||Yes||Yes||No|
|View a task report containing tasks from this process||Yes||Yes||Yes||Yes||No|
|View a node report||Yes||Yes||Yes||Yes||No|
Denyrole they cannot perform any action associated with the selected process.
Only Process Administrators of a process model and System Administrators have the necessary security rights to provide other users and groups access to a running process.
The Process Security Toolbar permits administrators to add or remove users and groups who have access to a running process. The different options available through the toolbar are listed in the table below:
|Select all/none of the users on the list.||Clicking this button toggles between selecting (Select All) or clearing (Select None) of the listed users and groups.|
|Browse for users and groups.||Click this button to display the
|Remove users and groups.||Select all users and groups that you wish to remove and click Remove. To select multiple users and groups, press and hold the (Ctrl) key and click multiple rows.|
|Revert back to the security settings defined in the underlying process model.||Select this button to revert back to the security settings defined in the underlying process model.|
See also: Configuring Process Model Security