While we've already covered workflow security in other chapters, we thought we'd summarize workflow security in one place. This should give you a good understanding of what's possible. Editing A Workflow Type To be able to add or edit a workflow type, you’ll need Edit access to the workflow configuration page(Admin Tools > General Settings > Workflow Configuration)and the Workflow Type Detail block on it. Currently, only the Rock Administrator security role has access to edit workflow types. Workflow Navigation Page The workflow navigation page (Tools > Workflows) is a great place for your staff to start and manage workflows. Below is a summary of the security needed to interact with the various components of this page. View Permission - One must have View permission to the workflow category in order for it to display. The category also must be selected in the block settings to be shown.View Access - Once the category is displayed, the current person must also have view access to the workflow type in order for it to be displayed on the list.View List - If the logged in individual has View List access to the workflow type, they'll also see the ti ti-list link to be able to view the active/completed workflows of this type. NoteWorkflow Type Not A Link?You may notice that when some workflow types are listed, they are not linked. This means the workflow type does not have an entry form configured for the current person. Workflow Entry and URL Links The following security is required for the Workflow Entry block: The person must be authorized to View the workflow type in order to enter information.The first active action form that the person is assigned to will be displayed.The person must also be authorized to either Edit the block or View the activity type. Workflow List The Workflow List block requires that a person must be authorized to Edit workflow types in order to view a list or add/edit/delete a workflow. Workflow Detail The following security is required on the Workflow Detail block: The person must be authorized to View the workflow in order to view read-only details.The person must be authorized to Edit the block, or Edit the workflow, in order to edit the workflow. My Workflows The My Workflows block has the following security settings. Authorized - The person must be authorized to View the workflow type.Criteria - Displays workflows for any activity that meets the following criteria:Workflow type is activeActivity is active and has an active formThe person must be authorized to View the activity Assigned - If viewing Assigned to, the person must be assigned to the activityInitiated - If viewing Initiated by, the workflow must have been initiated by the person.