In this article

• Creating/editing a workflow state in IriusRisk
• Adding custom permissions to roles in different workflow states
• Adding custom watermarks to reports in different workflow states

Permissions required

• SYSTEM_SETTINGS_UPDATE

Instructions

1. From the projects screen select the Workflow customization tab
2. Select add state and provide the required information. The fields at the bottom allow the user to add watermarks to reports for each workflow state. 
3. Find the newly added workflow state in the list. 
4. The small pencil icon allows the user to edit the workflow details
5. Scrolling to the bottom of the workflow allows the user to change the role permissions from default to custom. This will permit workflow based project permissions for each role. 
6. Change it from default to custom. Select apply changes. 
7. Select edit next to the custom permissions field and now permissions can be added or removed based upon workflow state.
8. Select apply changes to save any modifications