Automation Service user roles and portals

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Automation Service user roles and portals

Overview

In Automation Service, roles are distributed in three main components: managing the subscription, managing the environment and accessing the production run time environment. Here is a summary of the roles and portals.

 

Subscription Administrators: These administrators have higher privileges and can monitor all the services and the project acquired under the company subscription. Admins of any of these cloud environments may grant/revoke admin access to the subscription for others.  They also may restart, stop and start up the service of a given environment and monitor resource consumption of environments.

 A subscription admin needs an account at www.bizagi.com.

 

User_Admins

 

Environment Administrators: Users who manage or monitor the operations of testing, staging or production cloud-based environments. They can configure environment parameters using the Management Console Web. They can also: Apply deployment packages and activate maintenance windows.

 

User_Tester

 

Users: Users working on a daily basis with your built processes and applications. Users access the Production environment (the live operating environment).

Users' accounts are integrated to your Access and Identity Management system and managed from your side. Testers are similar to the users in terms of how they use Automation Service. However, testers access either the Testing or the Staging environments to conduct user-acceptance tests, while users access the Production environment.

 

User_Business

 

Automation Service Portals

Portal name

Environment

Role

URL

Description

Customer Portal

N/A

Subscription administrator

https://customer-portal-[company_name].bizagi.com/

The Bizagi Customer Portal is a centralized web-based application that lets you manage the users of all the services you acquire from our Bizagi cloud platform: Modeler Services, Studio Collaboration services, Automation Service, Business Insights and Artificial Intelligence.

In this secure Portal, you can easily manage permissions to access the resources of your cloud services. Once you have purchased a cloud-based Bizagi product you have access to your own Customer Portal to manage users of the given product. Every product purchase under the same subscription is added to the customer portal dashboard.

Test Management Console Web

Test

Test Environment Administrators

https://manage-test-[Project]-[Customer].bizagi.com

Bizagi's Management Console Web is a lightweight console used to administer environment parameters, and tasks such as following up on scheduled jobs, setting execution traces, managing scheduler operations, starting the maintenance window and reviewing connection parameters used to integrate with external systems. For each environment you get an independent Management Console Web; hence, the environment parameters are managed independently. See Management Console Web.

Staging Management Console Web

Staging

Staging Environment Administrators

https://manage-stg-[Project]-[Customer].bizagi.com

Production Management Console Web

Production

Production Environment Administrators

https://manage-[Project]-[Customer].bizagi.com

Test environment's Work Portal

Test

Users

https://test-[Project]-[Customer].bizagi.com

Work Portal of the test environment where testers and users involved in user acceptance tests can perform and execute assessments of applications and processes.

Staging environment's Work Portal

Staging

Users

https://stg-[Project]-[Customer].bizagi.com

Work Portal of the staging environment. This environment is a replica of the production environment for testing and quality assurance purposes.

Production environment's Work Portal

Production

Users

https://[Project]-[Customer].bizagi.com

Work Portal where completed business applications are presented to users. Users work in structured or unstructured processes, creating new cases, completing pending activities, or in other ways working with the data of the designed business applications.

Test environment Sites Editor

Test

Users

https://sites-test-[WorkPortalURL]/editor.html

 

Application where users can build sites for stakeholders, to enhance their user experience. This application must be accessed with the Work Portal credentials and can only be used by users that have a Site Editor role. To learn more about this application, refer to Sites Editor.

Staging environment Sites Editor

Staging

Users

https://sites-stg-[WorkPortalURL]/editor.html

Production environment Sites Editor

Production

Users

https://sites-[WorkPortalURL]/editor.html

Test environment Sites

Test

Users

https://site-test-[WorkPortalURL]/#/[publicationName]/home_page

 

Site accessed by Stakeholders, which provide a customized interface to work on their processes. For more information about Sites, click here.

Staging environment Sites

Staging

Users

https://site-stg-[WorkPortalURL]/#/[publicationName]/home_page

Production environment Sites

Production

Users

https://site-[WorkPortalURL]/#/[publicationName]/home_page

 

note_pin

Sites is provisioned by Bizagi if the customer makes the request during the provisioning process through the order form. If the customer does not requests Sites and wants to provision it, they must contact the Support Team through a ticket.

 

The following table illustrates the roles and portals of the Automation Service:

 

Onboard22

 

 

Bear in mind that not all the users are authorized to enter every portal. Once Bizagi provisions the environments requested by the customer, some portals are exclusive depending on the user role. However, there are also public portals that can be accessed by all users. The following image summarizes the portals delivered by Bizagi to an company's subscription, as well as the public portals.

 

BizagiPortals

 

Notice that:

Only Administrators have access to the the Customer portal and to each environment's Management Console Web with their admin credentials.

Each Work Portal has its own users and they may access using their Work Portal credentials.

All the users may enter the Help Users guide and Bizagi Xchange. For these sites, no credentials are required.

All the users may access the E-Learning courses and the Support page. To do so, they need to create an account in bizagi.com.

The Sites portal can only be accessed by users whose role in the Work Portal is Site Editor.

 

note_pin

If you have Studio Collaboration Services or other Bizagi cloud service, you will also receive the details of the authoring environment's provisioning. If you do not have any of Bizagi's cloud services, you must provision the authoring environment.

 

Next steps

Learn about the Customer responsibilities to configure an AS environment.