Application Level Security Overview

This topic gives a summary of the security settings for AgilePoint NX application.

Portal Settings for Application

These are the NX Portal settings for an application.

Video: App Permissions

Video: Set Application Permissions

Good to Know

Only the NX Portal Administrator can configure this setting in the Portal.

How to Start

Click Settings .
Click Tenant Settings .

Settings

Settings	Definition	More Information
Enable Application Permission Control	The user who creates a form-based app or process-based app becomes an application owner by default. Other users can not see the application in the App Builder. The application owner must add application owners or designers on the Permission Settings screen. Lets you set access rights specific to an application as an alternative to applying access controls to all applications in your AgilePoint NX environment. When you enable this feature, it only applies to new applications, not the applications that already exist. To apply application level permissions to your existing applications, you can change the settings for those applications as necessary..	Tenant Settings.

Definition

More Information

Enable Application Permission Control

The user who creates a form-based app or process-based app becomes an application owner by default. Other users can not see the application in the App Builder. The application owner must add application owners or designers on the Permission Settings screen.

Lets you set access rights specific to an application as an alternative to applying access controls to all applications in your AgilePoint NX environment.

When you enable this feature, it only applies to new applications, not the applications that already exist. To apply application level permissions to your existing applications, you can change the settings for those applications as necessary..

Tenant Settings.

Create Roles for an Application

Specifies to create the roles for an application. The application owners and application designers have permissions only for the specified application.

Prerequisites

On the Tenant Settings screen, set Enable Application Permission Control to Yes.

How to Start

Click Build Apps .
On the Application Explorer, select your process-based app.
Click Permissions .

Settings

Role	Definition	More Information
Application Owners	Function: An application owner is a user or group who can change an application in the App Builder. Permissions: These permissions apply to a specified form-based app or process-based app: Delete application. All permissions for Application Designer.	Application Permissions screen.
Application Designer	Function: An application designer is a user or group who can change an application in the App Builder. Permissions: These permissions apply to a specified form-based app or process-based app: Create application. Edit application.	Application Permissions screen.
Process Initiators	Function: A process initiator is a participant who can start a process instance. Permissions: Launch a specified process-based app.	Application Permissions screen.
Report Viewers	Function: A report viewer is a user or group who can see the application data in an eForm report view for a specified app. Permissions: See the specified application data in the eForm report view.	Application Permissions screen.

Change the Roles for an Application

Specifies to change the role for an application. The application owners and application designers have permissions only for the specified application.

Prerequisites

On the Tenant Settings screen, set Enable Application Permission Control to Yes.

How to Start

In the Manage Center, click Application Management > Permissions.
On the Permissions screen, click Application Permissions.
On the Application Permissions screen, in the APPLICATIONS list, select your application.
Click Edit .

Settings

Role	Definition	More Information
Owners	Specifies the users and groups who are application owners.	Application Permissions screen.
Designers	Specifies the users and groups who are application designers.	Application Permissions screen.
Process Initiators	Specifies the users and groups who are process initiators for an application.	Application Permissions screen.
Report Viewers	Specifies the users and groups who are report viewers for an application.	Application Permissions screen.