Management

Management allows you to manage your environment and components such as workflows, worklist items, SmartObjects, users and security. These are tasks that are performed by administrators, security administrators and process administrators.

Accessing Management

From Nintex Automation (5.7) onwards there are two different apps for SharePoint. The legacy Nintex K2 for SharePoint: used for SharePoint on-premises and upgraded environments for SharePoint Online, and Nintex Automation for SharePoint: used on new installations for SharePoint Online.

You can also access Management using the K2 Five for SharePointapp and using Windows > Start.

You must have rights in order to access Management from your SharePoint site. Specifically, you must be a member of the Site Owners group .

If you are a process administrator, you will only see the processes and related artifacts that you have created and deployed, in the Management site. If you are an administrator you will see the full Management site. If you are a non admin user, you will see a limited Management site. Authorization also impacts what you will see in Management, see the Authorization topic for more information.

Clicking the Management link opens the Management page.

When you have administrator rights, the following management options are available:

Use these links to discover more about using Management:

• Dashboard
• Categories
• Environment Library
• Features
• Servers
• Authentication
• Integration
• Workflow Server
• Users
• Designer
• Licenses
• Mobile