Design and Plan Security

Security is enabled when you install Workflow and cannot be disabled; therefore, you should plan and design all required users and groups before you deploy Workflow.

When you install Workflow, you are prompted to create an Administrator user. This allows you to log in as the administrator and begin creating users and groups. Workflow provides default groups and key sets that you can examine to learn how to create your own users and groups.

After you have logged into Workflow as the newly created Administrator user, you can create one or more additional users who have a key set assigned to them that allows them to configure personnel resources for your facility. You can also create users who have a key set assigned that allows them to configure security aspects, such as configuring and assigning groups and/or key sets. These can be the same or different users, but if they will have security privileges, they must be accounted for in your security plan.

Your security design plan should include all of the information that you need to configure your personnel resources. For example, if you have a set of users that all perform the same tasks, you can create a group and add each of those users to the group. You can then assign key sets to the group and all members of the group inherit the permissions configured for those key sets.

By designing a well-defined security plan, you can build a security system that provides all of the permissions and access that your employees need to perform their assigned facility operations.

For information on logging into Workflow, see Login and Logout.