Our tool has role based access control. Most admins are aware of the functionality to restrict access to certain groups to certain permissions.
We also have the functionality to restrict access based on workflow states:
How to create/edit a workflow state
Permissions required
- SYSTEM_SETTINGS_UPDATE
Instructions
Setting the reporting capabilities per workflow state can be achieved by selecting and deselecting the report type you wish to enable for that specific workflow state.
You can achieve this by following the below walk through.
Once we have a workflow state defined, at the bottom we will see a permissions tab (you may have to scroll down). Change the permissions from default to custom and click edit.
Next, define which user group we wish to make workflow state permission changes to.
Example:
let's say, we want to restrict our developer group from generating reports until a certain state, we would choose the ROLE_DEVELOPER group, and toggle the permissions 'DOWNLOAD_REPORTS' & 'REPORT_DELETE' on whichever state we wish to apply to access control to.
Related articles:
How to generate preconfigured reports
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