Permission types explained

There are a number of different permission levels in Diligent Workflow. It's important to understand them so you can assign the appropriate permissions to a user.

Here we break them down and explain the permissions available and what they mean. To see how to assign permissions go to Create and remove users.

Grading Role Permissions
Admin level Global administrators

Global Administrators have admin permissions for all business areas within the organisation site.

  • Create and manage all accounts (users), departments, and site level settings

  • Amend global and business area lookups for every business area

  • Run reports for all business areas

  • Create jobs in all business areas

  • Start and cancel workflows

  • Add users to a running workflow

  • Complete tasks assigned to them

  • Create personalised jobs and task views
Business area manager

Business Area managers' capabilities are limited to the business areas they are authorised to access.

  • Manage user permissions

  • Amend lookups

  • Run reports

  • Create jobs

  • Start and cancel workflows

  • Add users to a running workflow

  • Create job and task views

  • Complete their own tasks
Business area permissions Business Area Editor

Limited to the business areas they are authorised to access.

  • Create jobs

  • Upload content into job folders

  • Start and cancel workflows within jobs

  • Add users to a running workflow

  • Create jobs and task views

  • Complete their own tasks
Business Area Viewer

Limited to the business areas they are authorised to access.

  • View jobs and files within jobs.