ECMToolbox Workflow User Groups

Owned by Justin Shee
May 25, 2022
1 min read

ECM Toolbox Workflow uses groups to control workflow access, apply document security levels and control link use.

Note: Links must be first defined on the Links Management page before trying to assign access to them via groups.

Create a User Group

  1. Navigate to Administration tab on the workflow menu and click User Groups.

  2. In the Groups box, specify a group name in the text field and click Add.

  3. Select the created group from the list to view the members tab.

  4. Check the users to be a part of the group.

  5. Click Save.

Delete a User Group

  1. Navigate to Administration tab on the workflow menu and click User Groups.

  2. Select the group to delete.

  3. Click Remove.

  4. Confirm deletion by clicking Yes.

  5. Click Save.

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