Viewing and changing User Assignment to a Role

You can use the Role Manager Details View to get information about a role. In this view, users can be assigned to a role as well as removed from a role in case the logged-in user has the permission to. You can open the Role Manager Details View by clicking on a role in the Resource Availability view in the Control Center Perspective.

If the role belongs to a department, only the department specific data, the Role Manager Details view is opened for, is displayed. The department, the role is assigned to, is displayed in brackets in the Role Manager Details view heading.

Note that, to view the user assignments, you need to have the permission to read user data. Please refer to section Permissions of chapter Declarative Security Usage in Infinity Process Platform Services API in the Infinity Process Platform Documentation - Developer Modeling Guide Permissions of the chapter Declarative Security Usage in Infinity Process Platform Services API in the Developer Guide for detailed information on setting security permission for reading user data.

Role Manager
Figure: The Role Manager Details View

Viewing Role Details

The Details pane lists the following information about the role:

User Assignment - Assigned Users

This section shows a table with the following entries:

To show only the currently logged-in user enable the Show only currently logged in user checkbox.

Remove User From Role

In case you have the permission to manage authorization and you have a membership in the team lead role for the role being managed, you can remove users from a role.

Please refer to the section Permissions of the chapter Declarative Security Usage in Infinity Process Platform Services API in the Infinity Process Platform Documentation - Developer Modeling Guide Permissions of the chapter Declarative Security Usage in Infinity Process Platform Services API in the Developer Guide for detailed information on setting security permission for managing user/role authorization. For detailed information on the team leader role, refer to the section The Team Leader Role of the chapter Modeling the Organizational Structure in the Infinity Process Platform Documentation - Modeling Guide The Team Leader Role of the chapter Modeling the Organizational Structure in the Modeling Guide.

In case you have the permission, the Remove User From Role icon Remove User From Role is enabled. Click this icon to remove the selected user(s) from the role.

Remove user from role
Figure: Remove a User from the Role

User Assignment - Assignable Users

This section shows a table with the following entries:

Add User To Role

In case you have the permission to manage authorization and you have a membership in the team lead role for the role being managed, you can add users to a role.

Please refer to the section Permissions of the chapter Declarative Security Usage in Infinity Process Platform Services API in the Infinity Process Platform Documentation - Developer Modeling Guide Permissions of the chapter Declarative Security Usage in Infinity Process Platform Services API in the Developer Guide for detailed information on setting security permission for managing user/role authorization. For detailed information on the team leader role, refer to the section The Team Leader Role of the chapter Modeling the Organizational Structure in the Infinity Process Platform Documentation - Modeling Guide The Team Leader Role of the chapter Modeling the Organizational Structure in the Modeling Guide.

In case you have the permission, the Add User To Role icon Add User To Role is enabled. Click this icon to add the selected user(s) to the role.

Add a User to the Role
Figure: Add a User to the Role

Changing Role Assignments of the logged-in User

In case of any change in the role assignment of the logged-in user, you should logout and login again to apply the new authorizations. A message is displayed on top of the view to inform you of this necessary step.

Authorization changes alert
Figure: Authorization changes alert

The message is displayed again, if you reopen the view and make further changes to the role assignment.

Viewing the Activity List

This section shows an activity table listing the activities of the role. For detailed information on an activity instance, click on the name to open the appropriate Process Details view, which is described in detail in chapter Viewing Process Details.

For a detailed description on the columns and functionality of the activity table, refer to chapter Working with Activity Tables.

Activity List
Figure: Activity List