How permissions work - Access Control
- Sabi Szilagyi (Deactivated)
To be able to use the platform in a safe and optimal way, we need to manage access to the data and the corresponding processes as well. In order to do that we can create Roles and assign those to the users or in other cases you can grant access rights to data by adding users or groups to the authorized access list by name instead of a role level.
Instructions for user Roles
If we want to regulate the access levels, we can create different levels under Accounts / Roles with the ‘Create role’ button. This is used for instance manager or employee roles, where many users can have the same level access to the same things.
Give the name for the new role that you are creating
Select the desired permissions that you want to have for the role and tick them in the box
Once you selected them, click on Save
To check your selection, you can click on Granted in the top right corner
The role has to be assigned to the user or users under the Users menu.
Instructions for individual or group access
With this we can enable a person, more persons, a group or more groups to grant access to specific data or specific processes where applicable.
Business Models: in the Model Designer menu you can restrict or enable rights under Access Control
In the Flow Designer under User Access
Under Documents with User Access
Make sure the person who is assigned a task has the proper access rights set up to be able to complete it!