This guide explains the difference between Submission Permissions and Unit Administration Permissions in Workflow. Use it to decide which permission type best fits a user’s role.
To assign either Submission or Unit Administration permissions, you must have Workflow Administrator permissions.
Before You Begin
Only users with Workflow Administrator permissions can assign Submission or Unit Administration permissions. To learn more about this role, visit Workflow Administrators.
Permission Types
The Workflow module offers two types of permissions that control user access to submissions and role groups.
| Permission Type | Primary Goal | Access Location | Eligible Users |
|---|---|---|---|
| Submissions Permission | Grant read-only monitoring access to users. | Workflow > Permissions | Any user |
| Unit Level Administration Permissions | Delegate administrative control over submissions and role groups. | Workflow > Permissions > Unit Administration Permissions | Any user acting as an administrator |
Comparing Permissions
Managing Submissions
This table compares the actions a user can take related from the submissions table with each permission type.
| Action | Submission Permissions | Unit Administration Permissions |
|---|---|---|
| View Submission List | ✓ |
✓ |
| Download Submissions | ✓* |
✓ |
| Send Back a Submission |
|
✓ |
| Complete a Step |
|
✓ |
| Cancel a Submission |
|
✓ |
| Undo Complete |
|
✓ |
| Edit Attached Files |
|
✓ |
Important: The actions with an asterisk (*) are available only when Submission Permissions are configured as Submissions Summary, Detail, and Actions.
Managing Role Groups
This table compares the actions a user can take related to role groups with each permission type.
| Action | Submission Permissions | Unit Administration Permissions |
|---|---|---|
| View All Role Groups |
|
✓ |
| Duplicate Role Groups |
|
✓ |
| Create New Role Groups |
|
✓* |
| Edit Role Groups |
|
✓* |
| Delete Role Group |
|
✓* |
Important: The actions with an asterisk (*) are limited to the assigned unit.
Best Practices
- Assign Submission Permissions when a user needs to monitor submissions without making changes.
- Assign Unit Administration Permissions when a user needs full control of submissions and role groups within their unit.
Understanding the difference between Submission Permissions and Unit Administration Permissions ensures that users have the right level of access for their responsibilities. Assigning the correct permission type helps maintain security while supporting efficient submission and role group management. When in doubt, start with Submission Permissions for monitoring needs and reserve Unit Administration Permissions for users who require more administrative control.