Use Permission Management with 3 how-to topics, including opening the Permission Management page, adding a template administrator, and editing or deleting an administrator; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Permission Management page | Free |
| 2 | 2. Add a template administrator | Free |
| 3 | 3. Edit or delete an administrator | Free |
How-to Guide
1. Open the Permission Management page
Entry path: Left sidebar → Workbench → Light Approval → Admin Console → Permission Management
- Click Workbench in the left sidebar to open the Workbench page.
- Find and click Light Approval in the app list.
- Click Admin Console at the top of the Light Approval page.
- Click Permission Management in the left navigation panel.
Success Criteria
- Interface result: The page shows the permission management list or related configuration area.
- Next action available: You can continue to add, edit, or delete template administrators.
Tips While Using
- Before opening the admin console, confirm that the current account has the required management permissions.
- If the page loads slowly, check the network connection and try again.
2. Add a template administrator
Entry path: Light Approval Admin Console → Permission Management → Add Template Administrator
- On the Permission Management page, click Add Template Administrator.
- In the dialog box, click the + Add dropdown next to the user selector and choose the user to add.
- Enter the administrator type in the Administrator Type field. You can enter up to 20 characters.
- Click the + Add button next to management scope and choose the template scope this administrator can manage.
- Click Add to finish the setup.
Success Criteria
- Interface result: The new administrator appears in the administrator list.
- Next action available: You can add more administrators or modify the current one.
Tips While Using
- Administrator type is custom text, so use a name that is easy to identify.
- Management scope directly affects which templates the administrator can manage, so review it before submitting.
3. Edit or delete an administrator
Entry path: Light Approval Admin Console → Permission Management → Action column
- Find the administrator record you want to manage in the list.
- Click the corresponding button in the action column.
- To adjust permissions, click Edit and update the administrator type or management scope.
- To remove permissions, click Delete and confirm the action.
- Wait for the page to refresh and confirm that the result has taken effect.
Success Criteria
- Interface result: The updated administrator information is shown, or the deleted administrator no longer appears in the list.
- Next action available: You can continue maintaining other administrator records.
Tips While Using
- After an administrator is deleted, that user loses the related template management permission.
- Before editing, confirm that the new management scope matches the current responsibility split.