Task permissions

You can specify permissions to control access to Batch Manager tasks at two levels:
  • You can specify permissions for a task type.
  • You can specify permissions for a specific instance of a task that you have configured in the Batch Manager.

Task type permissions

To specify permissions for task types, use the BatchProcessing configuration in the Configuration Editor. The node for each task type in this configuration has three attributes that control access:

  • Invoke Task Permission: Controls access to run this type of task.

    This setting affects the Run Selected Tasks option in the Action button menu in the Batch Manager.

  • Manage Task Permission: Controls access to configure this type of task.

    This setting affects all options except Run Selected Tasks in the Action button menu in the Batch Manager.

  • View Task Permission: Controls access to view this type of task.

    This setting affects the available search criteria in the Batch Manager as well as the user’s ability to see tasks of this type.

See BatchProcessing configuration.

Task instance permissions

To specify a permission for a specific instance of a task, use the Access Path field when you add the task in the Batch Manager.

See Adding a task.

If you specify a permission for a specific instance of a task, users who do not have the required permission will have no access to that instance even if they are granted access to the task type. This means that if you set a task to use a permission that is not assigned to you, you will not be able to see that instance of the task in the Batch Manager yourself.

Note: To specify a permission in either the Configuration Editor or the Batch Manager, you must use the full path and name of an item in Access Control, not the access ID. For example, the path of the permission to create a work order (access ID 8434) is Work Management/Work Order/Create Work Order. You can use an existing permission or create a custom permission.