Permission model
After you have enabled GAC, you can create roles for new user. Also, you can assign the following permissions to these roles:
Permission Types
While creating a role type, you can grant the following permissions to the user role on an entity:
Permission Type | Description |
---|---|
ALL | This permission type grants all permissions to the user role. For example, selecting ALL against Template grants all the permissions (VIEW TAB\LINK, LIST & READ, CREATE, EDIT, EXECUTE) to the user role on the templates. |
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 a list of actions 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 | ||||
---|---|---|---|---|---|
VIEW TAB\LINK | LIST & READ | CREATE | 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 Access | ||||
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 | |||
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 | |||
Activate | |||||
Deactivate | |||||
Re-Run Transaction | |||||
Services | Login in AIS | View | Delete | Edit | |
Manage Objects | Search | Create | |||
Create Copy | |||||
Secured Services | Login in | View | Delete | Edit | |
Security Settings | Import Key | ||||
Dashboard and Monitor | Manage Logs | View Logs | |||
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 | ||||
AuditTrail | |||||
Solution Import | View the tabs/links on the Import Package manage page | View | Create the Import Package | Edit the Import Package |
|
Solution Export | View the tabs/links on the Export Package manage page | View | Create the Export Package | Edit the Export Package | Generate Package |