Users Receive Different Search Results in Workflow Management

Issue: 

Users with access to Workflow Management cannot see the same search results as the Administrator user.

Solution:

Workflow managers should have rights to manage other users' workflow items. Set this up using the following steps.

1. Log into Management as Administrator.

2. From the navigation pane at the right, select "Users" under the "User Settings" group.

3. Select the user that will manage workflows and click "Edit".

4. Navigate to "Assignments: Step 3 of 4" using the "Next" button at the bottom of the Management window.

5. Select "Workflow: Manage" tab.

6. Select "Users" radio button.

7. Click "Add". A window with a list of SAFE users will appear.

8. Select all users (CTRL+A), and click "OK.

9. Click "Finish".

This will allow that user to manage all users' workflow items. This must be done for each user that will manage workflows.

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For technical support, please submit a ticket at https://support.ebizdocs.com.