Managing Access to a Process Created from the Template

You can manage the users in your collaborative space that can run a process created from the template.

  1. From the toolbar, click Instantiation Access .
    A table appears with users that can run a process created from the template.
  2. Select Owner based or Object based access.
    OptionDescription
    Owner based Only the owner of the template can run a process created from it.
    Object based You can specify other members or credentials that can access a process created from this template in the table below these options.
  3. For Object based access, select Add member or Add credential to select a member or credential using 3DSearch.

    A member is an individual user that you specify. A credential is a combination of collaborative space, access role, and organization that is used to determine access. Users with the specified credential can instantiate the template.

  4. From the Access column, specify the type of access the user will have.
  5. Optional: Select a row and click Delete access to revoke instantiation access from a member or remove a credential.
  6. Click Close to return to the template.