User Management lets plan owners manage users accounts and groups to control user access and achieve process governance.
The User Management option is only available for plan owners.
The User Management view lets you add users to the plan, update user information and manage groups. Owners need to include in the plan all coworkers who should have access to it.
Groups can be understood as departments or general roles within in the company. Associating users with groups helps Bizagi know which processes to show in the My processes view.
The Users tab lists all the users of the plan. Owners can include and edit one or more users at any time by clicking the Upload .csv button.
Bizagi assumes that each user has an individual email address, and checks that address to know if a user is being added or updated.
A single .csv file can include users to add and to update: Bizagi reads the file one user at a time. If Bizagi does not find an email already included in the plan, it creates a new user. When Bizagi finds an email already included it updates that user’s information with the data for the user in the .csv file.
Owners do not have to upload all users every time they add or update users: If a .csv file contains just three users, those are added or updated, and all other users of the plan are left untouched.
•Users can be deactivated but not removed from a plan, by using the Is Active property (1 = active, 0 = inactive) in the .csv file.
•Users with an email address already included in the plan will be updated with the information in the file.
1. Click Upload .csv to add or update Users.
2. If this is your first time uploading users, first download the template and add the set of users to it. Follow the template and do not include additional columns.
You can include up to 5,000 users per upload.
3. When the template is ready save it as type CSV UTF-8 (Comma delimited) (*.csv).
4. Upload the .csv file containing the set of users to create or update by clicking Upload .csv.
5. Once the file is loaded, a window appears to report whether the upload succeeded, and to show a summary of the upload process. The summary shows how many users were processed and how many of the entries have errors.
If there were errors in the upload process, click Download Log to review the unsuccessful users.
Review the downloaded log and perform the corresponding fixes. Then restart the upload process.
6. When the upload is finished successfully, click Close.
Groups lets you associate several Job titles under a single definition, so you can use the definition when defining users involved in a process in the Modeler application.
All the groups created for the given plan are listed.
Job titles in the plan are interpreted as groups.
To create a group in your plan, click Create new group and provide its name.
You cannot use an existing job title to define a Group's name.
Click Save to add the group to your plan
Every group in the list has available the following options by clicking the three dot right menu:
•Manage Group: allows you to add a set of Job Titles by typing the name in the Add group field. The field will suggest the name while you type it.
You can also delete a Job title by clicking the X button next to its name.
•Delete: deletes the given group. Before deleting a group, delete any group inside by using the Manage Group option