Viewing and changing Role Assignments to a User

You can use the User Manager Details View to get information about information about a specific user and allows to change user assignments.

User Manager
Figure: The User Manager Details

Accessing the User Manager Details View

The User Manager Details View can be accessed by clicking on a user in the following views of the Control Center Perspective:

To view the assignment details and change role 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.

Viewing Details

The Details section lists the following information about the user:

User Details
Figure: User Details

Role Assignment - Assigned Roles

This section shows a table with the following details for all roles, the user, the view is opened for, is assigned to:

Removing Role From User

In case you have the permission to manage authorization you can remove the roles from a user, where the logged-in user has a membership in the team leader 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 select roles, where you have the above mentioned permission to remove them from a user, the Removing Role From User icon Remove User From Role is enabled. Click this icon to remove the selected role(s) from the user.


Figure: Remove Role from User

Scoped Roles and Organizations

In case scoped roles are available, they are listed per department in the Name column as follows:
Role Name (department.[parent department.[..]])

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

For example:

Scoped Roles
Figure: Scoped Roles and Organizations

Role Assignment - Assignable Roles

This section shows a table with the following entries:

Available Roles

In case the logged-in user has the team leader role, a list of all roles belonging to his team is provided. Please refer to the section Teams of the chapter Participants and Users in the Infinity Process Platform Documentation - Concepts Teams of the chapter Participants and Users in the Concepts part for detailed information on how a team structure is defined.

Add Role To User

In case you have the permission to manage authorization, you can add roles to a user, where the logged-in user has a membership in the team leader role.

Please refer to chapter Managing Authorization 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 select users, where you have the above mentioned permission to add them to a role, the Add Role To User icon Add Role is enabled. Click this icon to add the selected role(s) to the user.

The Role Assignment Tab
Figure: Add Role to User

Assignable Scoped Roles and Organizations

In case scoped roles are assignable, they are listed per department in the Name column as follows:
Role Name (department.[parent department.[..]])

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Default departments are marked with a ? following the organization or role name.

Scoped Roles
Figure: Scoped Roles and Organizations

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 user account. 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: User Manager - Activity List