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Stages V7.2

Manage users, groups, and permissions

You can manage workspaces, users, and groups and permissions from the administration tab on the left-side menu.

Users

Users can be added and settings can be changed from the users section of the administration tab.

When the users tab is clicked a list of all users is displayed, but you can filter this to just the logged in users. Click the text box that says “Start typing” and type in the user's name to filter down the results to look up a user.

To add a user, click “+ Add User” and type in all of the credentials for the user such as username, name, password, and email. There is a license section that allows to place a license on the user. Listed licenses are Process modeler, Project manager, Process participant, and Process viewer.

Adding a user only adds them to the software, not a specific project or workspace. If you want to assign a role to a user, see the assign a role page

Groups and Permissions

Instead of adding individual users to specific projects, permissions, etc. it is easier to allow groups access. Users can be added to groups and then the entire group can be allowed access or permissions.

To create a group click “+ Add Group” and type in the name of the group. Hit enter/return to make the group. To add a user to the group, click the specific group. From the group page, click “+ Add Member.” Once clicked, type in the name of the user and a drop down filtered menu will come up with users. Click a user to add them.

To add permissions to a group, click the group and click 'Permissions.' From here…

I think I should talk about every type fo permission briefly, just say what it is ^^^^^

Domain

The domain attribute …….

Uses
Application of Process
Application of Process (Unrestricted)
Comments
Compliance
Data Collectors
External Source
File Management
Files
Info Page
Issues
My
News
People
People: Departments
People: Employees
Permissions
Process Execution Configuration
Process Import/Export
Process Management
Process Module Overwrite
Process Modules
Process Release
Process Versions
Processes
Project Attribute
Project Review
Project State
Reports
Revert Locks of Others
Role Assignments
Source Checkins
User Groups
Users
Wiki
Wiki Articles
Wiki Categories
Workspace Navigation
Workspaces

For further information on permissions, see the Permission Matrix. (Need to put the matrix in here, the excel sheet)

Workspace

The workspace attribute allows access to certain workspaces in Stages.

Transitive

When the transitive attribute is selected, the permission is set for all subsequent modes after.

RMCD

The RMCD attributes are levels of accessibility to domains. The administrator can give access to any of the four attributes at any time.

R Read
M Manage
C Create
D Delete

Level

The level attribute allows specific access on parts of process applications.

Precedence

The priority of permissions is decided through the precedence attribute.

TBD