Permission Model

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 TypeDescription
ALLThis permission type grants all permissions for that user role. Selecting this option will automatically select all permissions.
VIEW TAB/LINKThis 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 & READThis permission type controls various actions on the entity that may require read permission, for example, View, Search.
CREATE/DELETEThis permission type enables the user to create or delete an entity.
EDITThis permission type enables the user to edit and manage notifications for an entity.
EXECUTEThis 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 actions you can undertake for each of the permission.

ENTITIESPermissions
 ViewTab/LinkList/ReadCreate/DeleteEditExecute
TemplateManage TemplatesViewDeleteEditActivate
  SearchCreate Deactivate
  Donut chartCreate Copy Grant Access
     Revoke Access
TransactionManage TransactionsViewDeleteEditActivate
  SearchCreateAdd To FavoriteDeactivate
  Template usedCreate CopyRemove From FavoriteRun Now
  Run History  Add To Favorite
  View Partner  Remove From Favorite
  Donut chart  Re-Run Transaction
NetworkManage NetworksSearchDeleteEditGrant Access
  View PartnersCreateSend NotificationRevoke Access
  View TemplatesManage ParametersManage Parameters 
  View Transaction   
PartnerManage PartnersSearchDeleteEditActivate
  ViewCreateUpdate LogoDeactivate
  View Transactions Send NotificationGrant Access
  Available Templates  Revoke Acccess
  Templates Used  Invite Partner
  View Networks   
  Available Webforms   
  View Users   
User ManagementManage UsersSearchDeleteEditInvite User
  View Import UserMove ObjectsActivate
  Donut chart Import Partner User
Deactivate
    
 
ProjectManage ProjectViewCreateEditGrant Access
  SearchDeleteMove AllRevoke Access
Web FormsManage WebformsViewDeleteEditGrant Access
  SearchCreate Revoke Access
     Activate
     Deactivate
     Re-Run Transaction
ServicesLogin in AISViewDeleteEdit 
 Manage ObjectsSearchCreate  
   Create Copy  
Secured ServicesLogin inViewDeleteEdit 
 Security Settings Import Key  
      
Dashboard and MonitorManage LogsView Logs   
  Search   
  View Triggers List   
Theme SettingsManage Theme SettingsView Import 
    Export 
    Edit 
    Reset 
Process FlowManage Process FlowViewCreateEditPublish as Template
  SearchDelete Publish as Post Process
   Copy  
AdministerShow Administer Tab