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.
From the toolbar, click Instantiation Access.
A table appears with users that can run a process created from the
template.
Select Owner based or Object
based access.
Option
Description
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.
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.
From the Access column, specify the type of access the
user will have.
Optional:
Select a row and click Delete access
to revoke instantiation access from a member or remove a credential.