Workflow and Action tracking permissions by user type

For more information about these permissions, see About Workflow and Action tracking permissions.

Some of the Yes settings below may default initially to No, but can be switched to Yes. These are marked in bold.

Permission Administrator Records Manager Records Co-ordinator Knowledge Worker Contributor Inquiry user
Workflow Administrator Yes Yes Yes Yes No No
Actions Administrator Yes Yes Yes Yes No No
Attach Actions Yes Yes Yes Yes Yes No
Reassign Actions or Activities Yes Yes Yes Yes No No
Reschedule Actions Yes Yes Yes Yes No No
Complete Actions or Activities Yes Yes Yes Yes Yes No
Create Workflow Yes Yes Yes Yes Yes No
Create Workflow Without Using Template Yes Yes Yes Yes No No
Modify Workflow Yes Yes Yes Yes No No