User management

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User management

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Overview

In this portal, you can manage all the cloud-based services users from the Bizagi platform. You can also control permissions and roles of the different models or projects of your service subscriptions.

 

Depending on your role you can manage users at three different levels:

Create Company users

Add Service subscription users

Share Workspaces (models)

 

For further information see Customer Portal users and roles.

 

User Management lets subscription owners manage users' accounts and groups to control user access and achieve governance.

The User Management option is only available for subscription owners or administrators.

 

Company user's pool

The Customer portal encompasses all the users of your company of all services in the Bizagi cloud offering. When you create users inside the customer user's pool, these users can be entitled to the different roles of each service. This graphic shows how you can have different roles of all your cloud service subscriptions within the same company pool:

 

CustomerPortal_12

 

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To be part of any service subscription and role, all users must belong to the company pool.

 

Create users in the company user's pool

To add a user in the company user’s pool, log in as a Customer Portal administrator, then click the user management icon at the bottom left corner, and then select the All users module. Click the Create new user button:

 

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Register the information of the user:

 

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The Email is taken as the user identifier. You cannot have two or more users with the same email. Additionally, Job title and Manager email are mandatory to register a user. however, these fields can be edited anytime.

 

If you want to notify the user that is been added as a user of the company user's pool and activate the account, you can click the Notify by email check box located at the bottom left corner. The portal sends the following email:

 

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You can also send the account activation email when the user is created in the company pool, or when is added to a subscription. If the email is not sent to the user, that user has to activate the account using the Forgot your password option.

 

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Add users to a service subscription

To manage users of a service subscription you must be either be a Customer Portal administrator, or a service subscription owner.

 

Customer portal administrator: A user as an administrator can create and add users to any service subscription.

Service subscription owner: A owner can only add users in a subscription, only if they are already created as company users.

 

If you are a subscription owner, log in to the Customer Portal, then access your service subscription clicking the icon of your service on the left menu. Then click Users:

 

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Click Include User. You can start typing the name or email of a user. The user that you want to include in the subscription must be already created as a company user.

 

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You can search and include multiple users at the same time. If needed, you can select the Notify by email checkbox, and type a message that Bizagi sends to users included in the subscription.

 

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Finally, click Include user.

 

If you need to add multiple users using a Comma Separated file, see Add users in batch.

 

Share a workspace

A workspace is a project or model where users of a subscription can work on. Subscription owners and workspace owners can share a project or model with users that are part of the subscription.

 

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A user must be part of the service subscription, before been invited to join a workspace.

 

Share a model

To Share a model the subscription owner or the model owner can click the three-dots menu on the model section of your service subscription. Then click Share model:

 

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Then search the user typing their name. The user must be already added in the subscription:

 

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Select the permissions and finally click Add. You can add multiple users of your subscription to the workspace at the same time. Finally, click Save changes.

 

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