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Users need appropriate permissions to log in to and work on with the business systemplatform. Profiles are designed to manage permissions. A user will not be able to work on with the business system unless a platform unless at least one profile has been assigned to his account.
The necessary standard profiles for your business system are provided with your Scheer PAS Administration. These standard profiles contain all basic permissions for users of your business system.

Every Scheer PAS Administration includes one administrator's account with Profiles rights.

The provided standard profiles are:

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Standard Admin Profiles

ProfilePermissionanalytics_adminUsers with this profile can create and manage templates in Scheer PAS Process Mining. They are also allowed to set a retention time for process data in the Process Mining view of the Scheer PAS  Administration.pas_admin_userAssign this profile to users who should be able to administrate the system configuration in Scheer PAS Designer. Anchorplatform_adminplatform_adminplatform_admin

Standard admin user allowing full access to the functionalities of Scheer PAS Administration.

Info

You can only access the Scheer PAS Administration if profile platform_admin has been assigned at least to one user. Therefore, every Scheer PAS Administration is delivered with one standard administration user.

rpa_adminWhen using Scheer PAS RPA, this profile has to be assigned to the administrator.

At least one standard profile must be assigned to each user. Administrators can create new profiles by choosing the sidebar menu Add Profile.

The platform distinguishes two types of profiles:

  • Profiles without Namespace are used exclusively to manage required access rights for the different platform components.
  • Profiles with Namespace allow users to save content. If a user should create new content in one of the platform components, he or she needs a dedicated namespace his or her work can be saved to. In addition to your dedicated namespace, you may have shared namespaces to collaborate with other users.

Menu "Profiles"

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Standard User Profiles

ProfilePermission analytics_user If this profile is assigned, the user can access Scheer PAS Process Mining. bpaas_design_user This profile allows a user to model processes in Scheer PAS BPaaS. bpaas_execution_user Users with this profile can execute apps in Scheer PAS BPaaS. cron_managerAssigning this profile enables users to work with the Scheer PAS Cron Manager._dashboard_access_processes

This profile allows to access the complete process data.

  • Customers of Scheer PAS BRIDGE need this profile to use the process data in  Scheer PAS Process Mining.
  • Customers of Scheer PAS BPaaS do not need this profile. But they can use the profile to grant an administrator access to all processes available in the system for use in  Scheer PAS Process Mining.
_dashboard_access_transactions

Users with this profile have access to the complete transaction data.

  • Customers of Scheer PAS BRIDGE need this profile to to use the transaction data in Scheer PAS Process Mining.
  • Customers of Scheer PAS BPaaS do not need this profile.
ml_userScheer PAS customers need this profile to use the Machine Learning adapter.mobile_autosyncUsers of Scheer PAS Mobile need this profile to use the option Sync instances automatically in the user preferences of the Mobile App.pas_baseThis profile contains all basic permissions for the Scheer PAS platform.pas_userCustomers of Scheer PAS Designer need this profile to be able to work in the Designer.rpa_robot When using Scheer PAS RPA, this profile has to be assigned to the robot user.rpa_user When using Scheer PAS RPA, this profile has to be assigned to the execution and design users.

Every user needs at least one of those standard profiles to be able to work in the corresponding business system. Administrators can create new profiles by choosing the sidebar menu Add Profile.

Menu "Profiles"

Choosing menu Profiles allows you to create new profiles and to edit existing profiles.

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In menu Profiles you can find It  contains the following menu options:

  • Profiles
  • Add Profile

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Menu item Profiles displays the

In the Profiles menu, a list of

existing

all profiles is displayed in the content area.

The profiles are listed with

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This list contains the following information:

  • Name
  • Display Name
  • Namespace
  • Activated (Yes/No)
Info

Standard profiles do not have a namespace.

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Tip

Use the filter to limit the content of the list.

If you choose menu item Add Profile, an

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Select Add Profile to create a new profile.

An empty profile data sheet will open

:

.

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The Profile Data Sheet

Every profile consists of a profile data sheet covering the following information:

  1. Master Data Profiles
    Profiles
  2. Permissions
  3. Profiles User Profiles
  4. Translations
  5. Profiles Meta

Master Data

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You can manage the basic data of a profile in the Master Data section

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.

Only Name is mandatory

,

.

Display Name and Namespace are optional.

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Profile active

The checkbox

above the profile name

indicates whether the profile is activated or not. If you create a new profile, default is active.

Administrators will still be able to assign a deactivated profiles to users but users will not be able to use deactivated profiles.

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Name

Name

This field contains the profiles' technical name. The name has to be unique

, every

: Every name should only be used once in your database.

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Display Name

Display

The display name field is optional. If

you do not want to display

the user should not see the technical name of the profile in

your business system

the different platform components such as Designer or BPaaS, insert a different label for the profile here. This label will be the displayed

name

in the

business system

platform components. If the field remains empty, the content of

the

field Name

field

is

used

shown.

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profile_namespace
profile_namespace

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Namespace

Namespace is the term for the memory location where the data of this profile is saved.

If

In a profile

has no

without namespace, no data can be saved

in this profile

. You can

neither

not add

a

or delete an namespace to

nor delete it Info

/from an existing profile after creation. Therefore, new profiles are generally created with namespace.

Note

Users need at least one profile having a namespace to be able to work in your business system.

Tip

Use the same identifier for name and namespace of a profile.

Individual write permissions can be granted or denied for profiles with namespace.

See page

Go to page Editing a User for

information on how to grant write permissions on profiles.

Permissions

further information.

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Permissions

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Permissions are used to control the access to URLs, for example the URL of the portal, of the BPaaS cockpit or the Designer, or the URLs of specific apps. The permissions window displays the permissions assigned to

this

the profile. Use the Assign button to allocate further permissisons:

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

Generally, it is not necessary to assign a permission to a profile. For example a personal profile ("sandbox") does not need own permissions.

User

In the User window

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User

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In the User section, the profile can be assigned to all users who should be able to see the content saved in this profile:

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

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Translations

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Use window Translations to insert a display name for the role:

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Clicking button Edit Translations will show the fields German, English and French:

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The names inserted in those fields will be shown in Scheer PAS BPaaS according to the language selected for the BPaaS user interface.

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Meta

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Meta

The Meta section contains a list of the

profiles

profile's meta data such as:

  • UUID: The UUID allows to identify the profile.
  • Created at: Contains the creation date of the profile.
  • Modified at: Contains the date of the profiles' last modification.
  • Modified by: Contains another UUID which allows to identify the last editor of the profile.

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Info

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The content of section Meta is for documentation purposes only: meta data cannot be changed.

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