Security for Work Portal menus

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Security for Work Portal menus

In Bizagi you can set access rights to different elements of the Work Portal's to restrict the end user in modifying or viewing certain information relevant to the project's performance and administration.

 

When users are restricted from an element, they will not be able to see the element from the Work Portal.

As soon as an element is allocated any restriction (to either deny or allow), Bizagi will assume that the element is restricted.

The restricted element will only be visible to users with access rights to that element.

 

Access rights to the different elements of the Work Portal are managed through the definition of roles and user groups.

 

 

Security3

 

 

In the Authorization component you can manage access to the following items:

 

 

MENU

DESCRIPTION

Analysis

 

Allows or denies access to specific Processes' information in the various Process Analysis Tools.

 

If access is denied for a specific Process, you will able to access the Reports menu, but you will not be able to view that Process in the Business Activities Monitoring BAM, Sensors Analytics and Process and Task Analytics.

Applications

Allows or denies access to applications. These permissions are granted for each application individually.

 

If permission is denied for a specific application, then you will not be able to create new cases of any processes that belong to that restricted application; nor will you be able to view cases related to such processes in your Inbox.

 

Be aware that you are still able to be assigned to tasks of a Process that belong to a restricted application, despite not having access rights to the application.  For this reason take care when implementing this restriction.

 

Entities

Allows or denies administration privileges for Parameter entities in the Work Portal. These permissions are granted for each entity individually.

 

The administration privileges that can be set are:

 

Full Control: Permits total administration of an entity, that is, if allowed, you will be able to create new records of the specified entity as well as view and modify existing entities.

 

View Data: If allowed, you will be able to view records of the entity only.  Changes to data will not be permitted.

 

Modify: If allowed, you will be able to view and modify the records of the entity, but not to create new records.

 

Create: If allowed, you will be able to create new records for the entity, but not to modify the existing records.

Manage

Allows or denies the management of Alarms, Asynchronous Work Items, Cases, Default Users and Profiles.

New Cases

Allows or denies the creation of new cases. These permissions are granted for each process individually.

 

If permission is denied for a specific Process, you will not be able to create new cases of that Process; however, you may still be assigned to activities belonging to such a restricted process.

Pages

Controls access to the menu and submenus pages of the Work Portal.  These permissions are granted for each page individually.

 

IMPORTANT: In the Analysis menu, the permissions applied to All Reports cascade down to all sub-menus.  This means that if access is denied in All Reports you will not be able to access any of its features or lower level directories (sub-menus).

 

Policies

Allows or denies access to policies. These permissions are granted for each policy individually.

 

If access is denied for a specific policy, the restricted policy will not be visible in the Business Policies menu of the Work Portal; consequently, you will not be able to gain access to it.

Queries

Allows or denies access to case queries. These permissions are granted for each query individually.

 

If access is denied for a specific query, the related form of the restricted query will not be visible in the Queries menu of the Work Portal.

Vocabularies

Allows or denies access for vocabulary management. These permissions are granted for each definition individually.

 

If access is denied for a specific definition, the vocabulary definition will not be visible in the Business Policies menu of the Work Portal; consequently, you will not be able to modify it.