Edit Workflow Policies

Document created by RSA Information Design and Development Employee on Jun 13, 2017Last modified by RSA Link Admin on Sep 18, 2020
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You can edit a workflow policy to change information, such as the policy name, the number of steps or items for each type of request, who receives e-mail notifications about requests, and the content of e-mail notifications.

You can set the following numbers of steps for each type of request:

  • Zero to four approval steps

  • Zero or one distribution step for token requests

Note:   Each approval step requires a unique Request Approver.


  1. In the Security Console, click Setup > Self-Service Settings.

  2. Under Provisioning, click Workflow Policies.

  3. Use the search fields to find the policy that you want to edit.

  4. Select the policy that you want to edit and click Edit from the context menu.

  5. Make any necessary changes to the policy.

  6. Click Save.

    If you have not saved your edits, you can click Reset to change the policy back to its original setting.



Related Concepts

Workflow Policy




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