Overview

Environment Profiles is a feature, which allows the assignment and management of roles in an environment in Studio and Automation subscriptions.

You can assign roles in the Customer Portal in several ways, which are detailed in the following section.

Role Hierarchy

It is important to bear in mind that Bizagi roles have a hierarchy, and depending on that hierarchy, users can assign roles to others.

The diagram below illustrates this:

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Assigning roles from the Customer Portal

Company User Module

To assign a role in the Customer Portal follow these steps:

1.Log in to the Customer Portal and navigate to the Company User module.

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2.Go to the All Users section. Then, select the user to whom you want to assign a role. Click the three point on the right of the row and select the Edit option.

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3.In the window that pops up, go to the Roles tab. In the Assign Access to field, select Environment, which is the role scope for this functionality. Select the desired role and resource.

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4.Then, confirm and click the Save button.

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Roles Selection within Company Users

To select the roles between users within Company users follow these steps:

1.Log in to the Customer Portal and navigate to the Company User module.

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2.Click the Roles section. This will open a drop-down menu.

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3.From this menu, select the product to which the role will be assigned.

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4.Then, the available roles are displayed. Select the desired role.

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A window in which the current users assigned to that role appear. The window also contains the Add and Remove users options.

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5.Then select the environment associated to the role.

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6.When all is set, click the Add to role button to confirm and save your configuration.

Groups

To associate a user to a group, follow these steps:

1.Log in to the Customer Portal and navigate to the Company User module.

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2.Then go to the Group Management section and create one or more groups.

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3.When the group of interest is created, click the Add User button.

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4.Type the email or name of the desired User in the given text box.

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5.Then, click the Add to Group Button.

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A confirmation message appears in the bottom left part of the screen.

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6.Then, go to the Assign Role tab and click the Add Roles button.

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7.Then, select the service to which you are going to assign the role, the scope, the Role and the Resource. Afterwards, click the Add button.

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Product Sections

To manage projects and users in the subscription, follow these steps:

1.Log in to the Customer Portal and navigate to the Automation Service section.

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2.Then go to the Manage projects and users in the subscription option. Go to the Projects section and select the environment. In the top right corner, select the three points, and select the Share Environments option.

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A window opens, showing the list of users and roles assigned to the environment. In this view you can add or remove users and assign permissions.

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Bear in mind that these last steps only activate permissions in Bizagi Automation. To enable permissions in Bizagi Studio, go to the Bizagi Studio section in the Customer Portal and follow the same steps shown in the previous section.

Last Updated 12/3/2024 4:44:12 PM