Pre-requisites
- Granular Access Control (GAC) is an add-on feature of Adeptia Connect. Therefore, you must check if your license supports this feature. If you are unable to use GAC, contact Adeptia Support for upgrading your license.
- Only System Admin or an IT user can use GAC for creating new user types. Therefore, ensure that you log in with the rights of a System Admin or an IT user.
- If you are already using Adeptia Connect and want to enable GAC on the current version, you must follow the patch deployment guidelines for GAC.
- This feature is applicable only for company users. A partner user can not create new roles using GAC.
Understanding GAC
- You can assign multiple roles to a user and the user will be asked to select one of the role types (from the assigned roles) while logging in.
- There are following three pre-built role types in the product that can be used as a base role to create a new role:
- System Admin
- IT User
- Business User
- The permission model is governed through key permissions types.
After you have enabled GAC, you can create roles for new user. Also, you can assign following permissions to these roles:
Permission Types
While creating a role type, you can give following permissions for the listed entities:
Permission Type | Description |
---|---|
ALL | This permission type grants all permissions for that user role. Selecting this option will automatically select all permissions. |
VIEW TAB/LINK | This permission type enables the users under the user role to view the tab or link for that entity. For example, if you choose Manage Templates for Template for a user role, then the users of that role will be able to see Manage Template tab on the relevant page. |
LIST & READ | This permission type controls various actions on the entity that may require read permission, for example, View, Search. |
CREATE/DELETE | This permission type enables the user to create or delete an entity. |
EDIT | This permission type enables the user to edit and manage notifications for an entity. |
EXECUTE | This permission type enable the user to perform all executable actions for example, activating/deactivating a template or granting/revoking access. |
Each permission type has list of actions a you can perform for that permission. Following table gives a detailed list of various permissions actions you can control for an entityundertake for each of the permission.
ENTITIES | Permissions | ||||||||
---|---|---|---|---|---|---|---|---|---|
ViewTab/Link | List/Read | Create/Delete | Edit | Execute | |||||
Template | Manage Templates | View | Delete | Edit | Activate | ||||
Search | Create | Deactivate | |||||||
Donut chart | Create Copy | Grant Access | |||||||
Revoke Access | |||||||||
Transaction | Manage Transactions | View | Delete | Edit | Activate | ||||
Search | Create | Add To Favorite | Deactivate | ||||||
Template used | Create Copy | Remove From Favorite | Run Now | ||||||
Run History | Add To Favorite | ||||||||
View Partner | Remove From Favorite | ||||||||
Donut chart | Re-Run Transaction | ||||||||
Network | Manage Networks | Search | Delete | Edit | Grant Access | ||||
View Partners | Create | Send Notification | Revoke Access | ||||||
View Templates | Manage Parameters | Manage Parameters | |||||||
View Transaction | |||||||||
Partner | Manage Partners | Search | Delete | Edit | Activate | ||||
View | Create | Update Logo | Deactivate | ||||||
View Transactions | Send Notification | Grant Access | |||||||
Available Templates | Revoke Acccess | ||||||||
Templates Used | Invite Partner | ||||||||
View Networks | |||||||||
Available Webforms | |||||||||
View Users | |||||||||
User Management | Manage Users | Search | Delete | Edit | Invite User | ||||
View | Import User | Move Objects | Activate | ||||||
Donut chart | Import Partner User | Deactivate | |||||||
Import Partner User | AIS Entity | Login in AIS | |||||||
Project | Manage Project | View | Create | Edit | Grant Access | ||||
Search | Delete | Move All | Revoke Access | ||||||
Web Forms | Manage Webforms | View | Delete | Edit | Grant Access | ||||
Search | Create | Revoke Access | |||||||
Manage Objects | Activate | ||||||||
Create | Deactivate | ||||||||
Create Copy | Secure Entity | Re-Run Transaction | |||||||
Services | Login in AIS | View | Delete | Edit | |||||
Security SettingsManage Objects | Search | Import KeyCreate | |||||||
Create Copy | Web Forms | ||||||||
Secured Services | Login in | View | Delete | Edit | Grant Access | ||||
Search | CreateSecurity Settings | Revoke | AccessImport Key | ||||||
Activate | Deactivate | ||||||||
DashboardDashboard and Monitor | Manage Logs | View Logs | Re-Run Transaction | ||||||
Search | |||||||||
View Triggers List | |||||||||
Theme Settings | Manage Theme Settings | View | Import | ||||||
Export | |||||||||
Edit | |||||||||
Reset | |||||||||
Process Flow | Manage Process Flow | View | Create | Edit | Publish as Template | ||||
Search | Delete | Publish as Post Process | |||||||
Copy | |||||||||
Administer | Show Administer Tab |
Next Step
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