The Workflow Templates tab on the Self Service Portal Role window enable you to assign access to selected workflow templates for a portal role. Users with this role will then only be able to create requests on the Self Service Portal using the templates selected for their role.
Before you start
You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service Portal administration settings.
The Workflow Templates tab is enabled by selecting the Log Requests option on the Options tab.
-
Select Menu
and then Admin. Select System Administration. The System Administration window is displayed. 
In the Explorer pane, locate the Self Service Portal group, scrolling down if necessary. 
You may need to expand the group to see the options within it.Select Self Service Portal Roles to open the window.
- Select
to create a new role, or 
to update an existing role. - If you are creating a new role, enter the name in the Role Name field.
- Select the Workflow Templates tab
. - Select the Workflow Template Security option.
- To give the role access to a template, select it from the Select Workflow Template list, and then select
. You can select more than one template using the Ctrl and Shift keys. To give the role access to all of the templates, select 
. The templates to which Users with the role will have access are displayed in the Selected Workflow Templates list. - To remove access to a template, select it in the Selected Workflow Tempates list and then select
. To remove access to all of the templates, select 
. - Select
to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.
If you do not select this checkbox, Users with this role will have access to all workflow templates.