FlowAP Update > Migrate EI permissions to FlowAP counterpart

Purpose: To provide the roles the new FlowAP Document permissions with the same level based on the Inbound E-document permissions.

Grant FlowAP Document Permission

1. Lists > Mass Update > Mass Updates > Roles & Permissions > Add/Edit Permission on Roles

2. Permission = Staria FlowAP Document

3. Criteria > add the below permissions:
   Permission is Inbound E-Documents
   Level is not None
   Custom is true

   Open

   

4. Results > show the below fields
   Sort by = Level
   Name
   Permission
   Level

   Open

   

5. Title of Action = FlowAP Add/Edit Permission on Roles

6. Save

7. List > Mass Update > Saved Mass Update > FlowAP Add/Edit Permission on Roles

8. Level = Create

9. Preview

10. Set Apply = T to Roles where Level = Create
    *ignore roles that are locked

11. Perform Update

12. List > Mass Update > Saved Mass Update > FlowAP Add/Edit Permission on Roles

13. Repeat steps 8-12 for the other Levels (View, Edit, Full)

Grant FlowAP Document Audit trail Permission

1. List > Mass Update > Saved Mass Update > FlowAP Add/Edit Permission on Roles

2. Permission = Staria FlowAP Document Audit Trail

3. Criteria > Update permission:
   Permission is E-document Audit Trail

4. Save

5. Open FlowAP Add/Edit Permission on Roles again

6. Level = Create

7. Preview

8. Set Apply = T to Roles where Level = Create
   *ignore roles that are locked

9. Perform Update

10. List > Mass Update > Saved Mass Update > FlowAP Add/Edit Permission on Roles

11. Repeat steps 8-12 for the other Levels (View, Edit, Full)