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 |
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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 actions you can undertake for each of the permission.
ENTITIES | Permissions |
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| ViewTab/Link | List/Read | Create/Delete | Edit | Execute |
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Template | Manage Templates | View | Delete | Edit | Activate |
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| | Search | Create | | Deactivate |
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| | Donut chart | Create Copy | | Grant Access |
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| | | | | Revoke Access |
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Transaction | Manage Transactions | View | Delete | Edit | Activate |
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| | Search | Create | Add To Favorite | Deactivate |
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| | Template used | Create Copy | Remove From Favorite | Run Now |
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| | Run History | | | Add To Favorite |
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| | View Partner | | | Remove From Favorite |
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| | Donut chart | | | Re-Run Transaction |
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Network | Manage Networks | Search | Delete | Edit | Grant Access |
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| | View Partners | Create | Send Notification | Revoke Access |
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| | View Templates | Manage Parameters | Manage Parameters | |
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| | View Transaction | | | |
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Partner | Manage Partners | Search | Delete | Edit | Activate |
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| | View | Create | Update Logo | Deactivate |
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| | View Transactions | | Send Notification | Grant Access |
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| | Available Templates | | | Revoke Access |
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| | Templates Used | | | Invite Partner |
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| | View Networks | | | |
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| | Available Webforms | | | |
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| | View Users | | | |
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User Management | Manage Users | Search | Delete | Edit | Invite User |
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| | View | Import User | Move Objects | Activate |
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| | Donut chart | Import Partner User |
| Deactivate |
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| | | |
| |
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Project | Manage Project | View | Create | Edit | Grant Access |
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| | Search | Delete | Move All | Revoke Access |
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Web Forms | Manage Webforms | View | Delete | Edit | Grant Access |
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| | Search | Create | | Revoke Access |
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| | | | | Activate |
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| | | | | Deactivate |
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| | | | | Re-Run Transaction |
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Services | Login in AIS | View | Delete | Edit | |
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| Manage Objects | Search | Create | | |
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| | | Create Copy | | |
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Secured Services | Login in | View | Delete | Edit | |
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| Security Settings | | Import Key | | |
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| | | | | |
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Dashboard and Monitor | Manage Logs | View Logs | | | |
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| | Search | | | |
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| | View Triggers List | | | |
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Theme Settings | Manage Theme Settings | View | | Import | |
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| | | | Export | |
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| | | | Edit | |
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| | | | Reset | |
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Process Flow | Manage Process Flow | View | Create | Edit | Publish as Template |
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| | Search | Delete | | Publish as Post Process |
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| | | Copy | | |
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Administer | Show Administer Tab | | | | |
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