Customer Portal users and roles

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Customer Portal users and roles

Overview

In the Customer Portal, you can manage users of all the Bizagi cloud platform services. Therefore, there are different roles to manage users across the workspaces of each service. This article describes the type of roles available in the Customer Portal.

 

One company can purchase a subscription of each service offered in our cloud-based platform. For example, one company can have a subscription of Automation Service, and one subscription of Modeler Services. The following table shows the subscriptions and workspaces available:

 

 

Automation service

 

Studio Collaboration service

Modeler service

Artificial Intelligence

Business Insights

Workspace name

Project

Project

Model

Project

Project

 

There are four main roles in the Customer Portal:

 

Customer Portal administrator: this user can create users to the company user's pool, and manage users in all the company subscriptions.

Service subscription owner: For each service, there is an owner in the company, for example, an Automation service owner, a Studio Collaboration service owner, and a Modeler service owner. Each subscription owner can manage users under the service where is entitled as owner.

Workspace owner: Each service has different types of workspace. For example, in Modeler services, you have models, in other services you have projects. a workspace owner can manage users for a specific model or project, to invite users to be part of the workspace, and define its role.

Service user: This is a user accessing, editing, or viewing a workspace of a subscription, for example, contributors, or project developers.

 

The following table summarizes the definitions and permissions of each role:

 

Level

Description

Customer portal administrator

Service subscription owner

Workspace owner

Workspace user

Company

Applies to

Customer Portal administrator

Automation service owner

Studio Collaboration service owner

Modeler service owner

Artificial Intelligence owner

Business Insights owner

Project owner in: Automation , Studio Collaboration, Artificial Intelligence and Business Insights services

Model owner in Modeler services

 

Project developers in: Automation, Studio Collaboration, Artificial Intelligence, Business Insights services

Editor in Modeler services

Contributor in Modeler services

Create users in the company pool

 

 

 

Edit company users

 

 

 

Activate / deactivate company users

 

 

 

Include administrators

 

 

 

Remove administrators

 

 

 

Create new users that are NOT in the company user's pool in a subscription

 

 

 

Subscription

Include users from the company user's pool in a subscription

 

 

Remove users from subscription

 

 

Set / remove as subscription owner

 

 

Workspace (project or model)

Share a workspace

 

Remove a user from a workspace

 

Edit workspace information (name or description)