Use Permission Management with 3 how-to topics, including opening the Permission Management page, adding a template administrator, and editing or deleting an administrator; choose a topic from the index and follow the steps.
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 navigation pane → Workbench → Light Approval → Management Console → Permission Management
- Click Workbench in the left navigation pane to open the Workbench page.
- Find the Light Approval app in the Workbench app list and open it.
- Click Management Console at the top of the Light Approval page.
- Click Permission Management in the left navigation pane.
Success Criteria
- Interface result: The page shows permission management content and the administrator list area.
- Next action available: You can continue to add, edit, or delete administrator records.
Tips While Using
- Make sure your account can access Workbench and the Light Approval app first.
- If you cannot see the Management Console or Permission Management entry, check whether your account has the required management rights.
2. Add a template administrator
Entry path: Light Approval Management Console → Permission Management → Add Template Administrator
- On the Permission Management page, click Add Template Administrator to open the dialog box.
- In Select User, click the + Add dropdown on the right and choose the user you want to add.
- In Administrator Type, enter the administrator type description with up to 20 characters.
- In Management Scope, click the + Add button on the right and choose the template scope the administrator can manage.
- Click Add to finish the setup.
Success Criteria
- Interface result: The new administrator record appears in the administrator list.
- Next action available: You can continue to edit or delete this administrator later.
Tips While Using
- The administrator type name is entered manually.
- The selected management scope determines which templates the administrator can manage later.
3. Edit or delete an administrator
Entry path: Light Approval Management Console → Permission Management → Action column
- Find the administrator record you want to update in the list.
- Click the relevant 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.
- Return to the list and check whether the result has been updated.
Success Criteria
- Interface result: After editing, the list shows the updated administrator information; after deletion, the record no longer appears.
- Next action available: You can continue maintaining other administrator records.
Tips While Using
- After an administrator is deleted, that user loses template management access.
- Before editing, confirm that the new management scope matches the current responsibility split.