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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 | Tailoring and Phase Freeze |
| Application of Process (Unrestricted) | Tailoring and Phase Freeze |
| Comments | |
| Compliance | |
| Data Collectors | |
| External Source | |
| File Management | |
| Files | Project Documents |
| Info Page | |
| Issues | Configure, Import/Export, Create, Modify, Delete Issues |
| My | |
| News | Configure, Show, Create, Delete, Document News |
| People | View People, Edit Overview Page |
| People: Departments | Read, Create, Modify, Delete Departments |
| People: Employees | Read, Create, Modify, Delete Profiles, and Upload Picture |
| 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 | View, Change, Manage Project State |
| Reports | Metric Dashboard |
| Revert Locks of Others | |
| Role Assignments | View and Change Role Assignments |
| Source Checkins | |
| User Groups | |
| Users | Log in/out, Define Notification Settings, View Roles and Users, |
| Wiki | All Access to Wiki |
| Wiki Articles | Read, Modify, Create, and Delete Wiki Articles |
| Wiki Categories | Create, Modify/Move, Delete Wiki Categories |
| Workspace Navigation | Quicklist, Log in/out, Define Notification Settings |
| Workspaces | All |
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 | Modify |
| 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.