11. Assign Workflow Rights

In this step you will assign workflow rights, or permissions, to domain users so that they can start an instance of the Leave Request Workflow. You will grant start and view rights. This allows them to start the workflow and view reports on their process instances. You can manage workflow permissions from the K2 Management site.

1. In the K2 Management site, grant domain users start and view rights for the Leave Request Workflow.

   Leave Request Workflow Rights
   

   If you clicked the permissions link in the last step, skip to Step (b). The step below shows you how to open the K2 Management site if it is not already open.

   1. Launch the K2 Management site. Typically, you can access the K2 Management site through a URL like https://[K2Environment]/Management/, where [K2Environment] is the unique name of your K2 environment. If you do not know what this value is, please ask your K2 administrator.
      
      If you are using a training or evaluation environment provided by K2, you can log in to the environment with the following credentials:
      Username: Denallix\Administrator
      Password: K2pass!
      To launch the K2 Management site, you can use the Start Menu (Start > (All Programs) > K2 > K2 Management), click the start menu and start typing "k2 management", or there should also be a shortcut in the favorites of the web browser.
      The management site opens with the dashboard. Depending on your K2 server version and permissions, your screen may be slightly different from the image below.
      
      
   2. Begin by selecting the Leave Request Workflow to expose the Process Details screen. Expand the Workflow Server > Workflows > Workflow nodes. Click to highlight Leave Request Workflow. The central pane displays the Process Details screen. Click RIGHTS.
      
   3. Click Add.
      
   4. On the search properties screen, change the Search mode to All. Searching "users" looks for a single user account and will return no results. Searching "groups" looks for a group of users (such as Finance Department) and again, will return no results. Searching "all" users looks for any records with those keywords. Confirm or change the Label to K2. You have the option of searching other employee management systems such as CRM. You want to search K2. In the search text box, enter
      domain users
      then click the Search button. Search results appear in the section below the search properties. Depending on your keyword you may have several results returned. Click to highlight the Domain Users row, then click Add. Workflow rights members appear in the section below the search results. Click Next.
      
      The process of clicking Add twice may be confusing. The first add button (on the previous screen) directs you here (to the search properties screen). After searching, there may be many results returned, depending on the search keyword. If this is the case, you can select the appropriate user(s) or group(s), then add them to the workflow (rights) list. In this way, you can search for and add many users without leaving the search properties screen.
   5. On the workflow rights screen, CHECK the boxes for START and VIEW in the Domain Users row. You are granting domain users the right to start new workflow instances and the right to view reports on instances they have started. Click Finish.
      

   The Process Details > RIGHTS screen displays the users and groups with workflow permissions.
   

Review

In this step, you granted workflow permissions to domain users so that they can start instances of the Leave Request Workflow. They will also be able to view reports on their process instances. In the next step, you will configure a rule to set the folio value for the workflow instance.

Next Step: 12. Set the Folio Value