{"id":13995,"date":"2024-02-21T13:36:13","date_gmt":"2024-02-21T13:36:13","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d8%aa%d8%ad%d9%83%d9%85-%d9%81%d9%8a-%d8%b5%d9%84%d8%a7%d8%ad%d9%8a%d8%a7%d8%aa-%d9%86%d9%88%d8%b9-%d8%af%d9%88%d8%b1%d8%a9-%d8%a7%d9%84%d8%b9%d9%85%d9%84\/"},"modified":"2026-01-28T12:40:00","modified_gmt":"2026-01-28T12:40:00","slug":"controlling-the-permissions-of-the-workflow-type","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/controlling-the-permissions-of-the-workflow-type\/","title":{"rendered":"Controlling the Permissions of the Workflow Type"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709720592760{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Workflow permissions such as adding, updating, deleting, and viewing can have restrictions placed on them; so that some system users have certain permissions while others do not.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let&#8217;s learn how to set these permissions now.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to manage the Permissions of the Workflow Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709720618614{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1769603982386{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Press on <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\"> dropped down from <\/span><b>&#8220;Workflow&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu then press on <\/span><b>&#8220;Workflow Types&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46536 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Press on the three dots next to the workflow ty[e whose permissions you want to set then press on <\/span><b>&#8220;Manage Permissions&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14003 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h27_22.png\" alt=\"\" width=\"1686\" height=\"548\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h27_22.png 1686w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h27_22-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h27_22-1024x333.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h27_22-768x250.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h27_22-1536x499.png 1536w\" sizes=\"auto, (max-width: 1686px) 100vw, 1686px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You will find each permission separately, and there is an option to specify who is allowed to deal with this permission. For example, the permission to add a document inside this type of workflow could be assigned to a specific branch while the permission to update one of the documents of this workflow type could be assigned to a specific department like the sales department, and so on with the permissions for viewing and deleting.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After specifying the permissions, press the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14005 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h29_20.png\" alt=\"\" width=\"1228\" height=\"559\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h29_20.png 1228w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h29_20-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h29_20-1024x466.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_12h29_20-768x350.png 768w\" sizes=\"auto, (max-width: 1228px) 100vw, 1228px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2089,2070,2092],"tags":[],"class_list":["post-13995","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-workflow-type"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Controlling the Permissions of the Workflow Type - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/controlling-the-permissions-of-the-workflow-type\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Controlling the Permissions of the Workflow Type - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709720592760{margin-left: 200px !important;}&#8221;]Workflow permissions such as adding, updating, deleting, and viewing can have restrictions placed on them; so that some system users have certain permissions while others do not. 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