Documentation: add workflow permissions note (#10038)

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shamoon 2025-05-25 09:18:48 -07:00 committed by GitHub
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@ -338,25 +338,25 @@ Global permissions define what areas of the app and API endpoints users can acce
determine if a user can create, edit, delete or view _any_ documents, but individual documents themselves determine if a user can create, edit, delete or view _any_ documents, but individual documents themselves
still have "object-level" permissions. still have "object-level" permissions.
| Type | Details | | Type | Details |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| AppConfig | _Change_ or higher permissions grants access to the "Application Configuration" area. | | AppConfig | _Change_ or higher permissions grants access to the "Application Configuration" area. |
| Correspondent | Add, edit, delete or view Correspondents. | | Correspondent | Add, edit, delete or view Correspondents. |
| CustomField | Add, edit, delete or view Custom Fields. | | CustomField | Add, edit, delete or view Custom Fields. |
| Document | Add, edit, delete or view Documents. | | Document | Add, edit, delete or view Documents. |
| DocumentType | Add, edit, delete or view Document Types. | | DocumentType | Add, edit, delete or view Document Types. |
| Group | Add, edit, delete or view Groups. | | Group | Add, edit, delete or view Groups. |
| MailAccount | Add, edit, delete or view Mail Accounts. | | MailAccount | Add, edit, delete or view Mail Accounts. |
| MailRule | Add, edit, delete or view Mail Rules. | | MailRule | Add, edit, delete or view Mail Rules. |
| Note | Add, edit, delete or view Notes. | | Note | Add, edit, delete or view Notes. |
| PaperlessTask | View or dismiss (_Change_) File Tasks. | | PaperlessTask | View or dismiss (_Change_) File Tasks. |
| SavedView | Add, edit, delete or view Saved Views. | | SavedView | Add, edit, delete or view Saved Views. |
| ShareLink | Add, delete or view Share Links. | | ShareLink | Add, delete or view Share Links. |
| StoragePath | Add, edit, delete or view Storage Paths. | | StoragePath | Add, edit, delete or view Storage Paths. |
| Tag | Add, edit, delete or view Tags. | | Tag | Add, edit, delete or view Tags. |
| UISettings | Add, edit, delete or view the UI settings that are used by the web app.<br/>:warning: **Users that will access the web UI must be granted at least _View_ permissions.** | | UISettings | Add, edit, delete or view the UI settings that are used by the web app.<br/>:warning: **Users that will access the web UI must be granted at least _View_ permissions.** |
| User | Add, edit, delete or view Users. | | User | Add, edit, delete or view Users. |
| Workflow | Add, edit, delete or view Workflows.<br/>Note that Workflows are global, in other words all users who can access workflows have access to the same set of them. | | Workflow | Add, edit, delete or view Workflows.<br/>Note that Workflows are global; all users who can access workflows see the same set. Workflows have other permission implications — see [Workflow permissions](#workflow-permissions). |
#### Detailed Explanation of Object Permissions {#object-permissions} #### Detailed Explanation of Object Permissions {#object-permissions}
@ -533,7 +533,7 @@ The following placeholders are only available for "added" or "updated" triggers
All users who have application permissions for editing workflows can see the same set All users who have application permissions for editing workflows can see the same set
of workflows. In other words, workflows themselves intentionally do not have an owner or permissions. of workflows. In other words, workflows themselves intentionally do not have an owner or permissions.
Given their potentially far-reaching capabilities, you may want to restrict access to workflows. Given their potentially far-reaching capabilities, including changing the permissions of existing documents, you may want to restrict access to workflows.
Upon migration, existing installs will grant access to workflows to users who can add Upon migration, existing installs will grant access to workflows to users who can add
documents (and superusers who can always access all parts of the app). documents (and superusers who can always access all parts of the app).