Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: excerpt edit_translations exchanged

Roles are designed for use usage in Scheer the PAS components Designer and BPaaS. BPaaS designers use Use roles in BPMN (Designer) and EPC (BPaaS) models to create approval workflows where designated user groups are only allowed to execute specific process steps instead of the whole process. Roles New roles can be created in the Scheer PAS BPaaS editor during modelling as well as in the Scheer PAS Administrationuser management.

However, roles can only be managed using your Scheer PAS Administrationmaintained within the user management: In Menu Roles you can create, rename and translate roles. The Administration And the user management is also the only place where administrators can assign roles to users.

Tip

Visit the BPaaS Documentation (German) Go to the Designer Guide > Modeling BPMN for further information about the design usage of roleroles in BPMN-based apps. In chapter Berechtigungskonzept mit Rollen the Designer services. In chapter Role-based Authorization Concept the application of roles is explained in detail.

Go to the BPaaS Guide for further information about the usage of roles in EPC-based BPaaS applications.

Menu "Roles"

Image Added

Menu Roles allows to create new roles and to edit existing ones.

Image Removed

The Roles menu provides you with two It contains the following menu options:

  • Roles
  • Add Role

Image Added

Choose option Roles in the sidebar menu to display the list of existing roles

In the Roles menu, a list of all roles is displayed in the content area.

The

This list

shows

contains the following information

for every role

:

  • Name
  • Activated (Yes/No)
Image Removed

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNameuse_filter_to_limit
DisableCachingtrue
PageWithExcerptINTERNAL:_admin_portal_excerpts

Image Added

Selecting Add Role in the sidebar menu

, an

.

An empty role data sheet opens

:Image Removed

.

The Role Data Sheet

For every role one data sheet is created, containing the following sections:

  1. Roles Master Data Roles
  2. User
  3. Roles Translations Roles
  4. Meta

Master Data


In the Master Data section,


Image Added

You can manage the basic data of a role

is managed:

in the Master Data section.

Image Added

Image Removed

Role active

:

The checkbox

Role active

indicates

, if

whether the role

has been

is activated

. Default

or not. If you create a new role, default is active.

Only active roles can be used in

Scheer PAS

BPaaS.

Image Added

Name

:

While creating a new role, field Name is mandatory. In this field, the technical name of the role is defined.

Info

If you want to use different display names in Scheer PAS BPaaS, use window

Roles

Image Added

Description

:

You can insert an explanatory description of your role in this field.

User

Image Added

In the User

window

section, the role can be assigned to

all

all users who

are to

should be able to execute process steps limited to this role:

Image Removed

  • Assign:
By clicking the Assign button,
  • The button opens the list of available users
will open
  • .
 From
  • From the list, choose the users you want to assign to this role.

Translations

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNameedit_translations
DisableCachingtrue
PageWithExcerptINTERNAL:_admin_portal_excerpts_big

Meta

The role's meta data is automatically created along with the new role. Meta data cannot be modified. The following meta data is displayed for every role

Image Added

The Meta section contains a list of the roles' meta data such as:

  • UUID: The UUID allows to identify the role.
  • Created at: Contains the creation date of the role.
  • Modified at: Contains the date of the last modification.
  • Modified by Contains another UUID which allows to identify the last editor of the role.
Image Removed

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNameunchangeable_meta_data
PageWithExcerptINTERNAL:_admin_portal_excerpts