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Generating "Work & Process" application authorization settings documentation

Updated on June 30, 2021

Access Manager makes it easy to generate a report of your application security model.

You can select one access group, or all access groups, and generate a file showing an expanded view of all items in the Work & Process tab. The document indicates the level of access — full, none, or conditional — to all case types, process flows, flow actions, and assignments permissions for your application.

Each case type represents a work class. The System Authorization report shows the case type short description followed by the class name. Rows beneath it are operations on instances of the case type that can be secured with Access Manager: Open, Run Reports, Modify, Delete, View History, Perform (other operators' assignments), plus any operations performed within process flows or flow actions.

The layout is similar to the display of Access Manager itself.

You can generate the following reports:

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