Business process setup guide (BPMS)
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[Change access rights] case element

If you want to add or remove access permissions to records in the system objects, use the [Change access rights] chapter_case_designer_icon_change_accsess_rights.png element. You can change access rights for multiple users or roles at the same time. To add or remove access sequentially, use several [Change Access Rights] elements.

[Change access rights] element setup

Specify the access parameters on the element properties area (Fig. 241).

Fig. 241 The [Change access rights] element properties area

chapter_case_designer_change_acsess_rights.png 

The name of the element is displayed at the top of the properties area. This will make the element more recognizable on the case diagram. This will make the element more recognizable on the process diagram.

[When is the step performed?] – indicates whether the [Change access rights] element is activated at the start of the stage or upon completion of a specified case step. Select “At the start of the stage” if the access rights need to be changed at the start of the case stage. Select “After the previous step is complete” if the access rights need to be changed after the previous step in the case stage. Specify the step in the [Perform after step] field.

[Step type] – specify if the step is required. Select “Required step” if the task needs to be completed to transition to the next stage. If it is not required to perform change access rights to transition to the next stage, select “Optional step”.

In the [Which object to apply access rights to?] field, select the system object for which you want to change access rights. Specify the filter conditions for records which you want to change access rights. For example, only for the “VIP” account records.

How to remove access permissions

Access rights can be deleted for a certain role or user, as well as for several users selected via a filter.

To select users for whom you wish to delete access rights, click the btn_button_connections00008.png button (Fig. 242).

Fig. 242 Selecting users for whom you wish to remove access rights

scr_chapter_process_designer_change_access_groups_users.png 

[For all roles and users] – delete access rights to the selected operations for all users and roles.

[For roles] – delete access rights for the selected organization structure item.

[For employee] – delete access rights for the selected user.

[For the employees who meet the filter conditions] – delete access rights for all users that correspond to the filter conditions.

To delete or modify the selected role, click the btn_parametres_window_edit.png button and choose the action you want to perform from the menu.

Select the operations for which you would like to remove access rights – read chapter_case_designer_icon_accsess_rights_read.png, edit chapter_case_designer_icon_accsess_rights_edit.png, or delete chapter_case_designer_icon_accsess_rights_delete.png data (Fig. 243).

Fig. 243 Removing access rights

scr_chapter_case_designer_change_access_operations.png 

Note

You can delete access permissions to records for several different roles or users. To do this, add the selected users or groups to the list and specify the rights that you want to delete. As a result, when this step is performed, the access rights will simultaneously change for all specified groups and users.

How to add access permissions

Select the users or roles to grant them access rights to read chapter_case_designer_icon_accsess_rights_read00009.png, edit chapter_case_designer_icon_accsess_rights_edit00010.png, or delete chapter_case_designer_icon_accsess_rights_delete00011.png data.

[For roles] – delete access rights for the selected organization structure item.

[For employee] – delete access rights for the selected user.

[For the employees who meet the filter conditions] – delete access rights for all users that correspond to the filter conditions.

To delete or modify the selected role, click the btn_parametres_window_edit00012.png button and choose the action you want to perform from the menu.

Use the radio button to select the operation access level that will be set when performing an action:

[Granted] – users will obtain permission to execute selected operations.

[Granted with right to delegate] – users will obtain permission to execute operations and to grant this permission operations to other users.

To select the access level, click the btn_process_level_operations.png button (Fig. 244).

Fig. 244 Deleting access rights to operations

scr_chapter_process_designer_change_access_level.png 

Note

You can remove access tights to records from several different roles or users. To do this, add the selected users or groups to the list and specify the rights that you want to delete. As a result, when this step is performed, the access rights will simultaneously change for all specified groups and users.

See also

[Perform task] case element

[Open edit page] case element

[Sub-process] case element

[Approval] case element

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