App Permissions screen (Process-Based App)

Configures the permission groups for an app.

Background and Setup

Video: App Permissions

Video: Know Your App Builder IDE (Classic)

Prerequisites

  • On the Tenant Settings screen, set Enable Application-Level Permissions to Yes.

Good to Know

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, select a process-based app.

    Click Sales Invoice app
  3. Click Permissions.

    Permissions

App Designers tab

Specifies the users and groups who are App Designers.

Figure: App Designers tab

App Designers tab

Fields

Field NameDefinition

Available Members
Function:
Shows the users or groups you can add to the list of app designers.
Accepted Values:
An AgilePoint user or group.
Default Value:
None
Example:
Refer to:

Available Members - Search
Function:
Finds users or groups.
Accepted Values:
All or part of an AgilePoint user or group name.
Default Value:
None
Example:
Refer to:

Add Add icon
Function:
Adds users or groups in the Available Members list to the Assigned Members list to give permission for the app.
Example:
Refer to:

Current Members
Function:
Shows the users or groups you can add to the list of app designers.
Accepted Values:
An AgilePoint user or group.
Default Value:
None
Example:
Refer to:

Delete Remove icon
Function:
Deletes the selected user or group.
To Open this Field:
  1. Select a member in the Current Members list.

App Owners tab

Specifies the users and groups who are App Owners.

Figure: App Owners tab

App Owners tab

Fields

Field NameDefinition

Available Members
Function:
Shows the users or groups you can add to the list of App Owners.
Accepted Values:
An AgilePoint user or group.
Default Value:
None

Available Members - Search
Function:
Finds users or groups.
Accepted Values:
All or part of an AgilePoint user or group name.
Default Value:
None

Add Add icon
Function:
Adds users or groups in the Available Members list to the Assigned Members list to give permission for the app.

Current Members
Function:
Shows the users or groups who are App Owners.
Accepted Values:
An AgilePoint user or group.
Default Value:
None

Delete Remove icon
Function:
Deletes the selected user or group.
To Open this Field:
  1. Select a member in the Current Members list.

App Initiators tab

Specifies the users and groups who are App Initiators for an app.

Figure: App Initiators tab

App Initiators tab

Fields

Field NameDefinition

Select Process Models
Function:
Selects a process from the list.
To Open this Field:
  1. On the App Initiators tab, click Edit Edit icon.
Accepted Values:
A list of processes from your app
Default Value:
None
Example:
Refer to:

Process Check Box
Function:
Selects the processes to which to add or delete the process initiators.
Accepted Values:
  • Selected - Specifies a process to which to add or delete the process initiators.
  • Deselected - Specifies not to add or delete process initiators to the process.
Default Value:
Deselected

Expand Expand icon
Function:
Shows the list of users and groups who can start the process.

Available Members
Function:
Shows the users or groups you can add to the list of process initiators.
To Open this Field:
  1. On the App Initiators tab, click Edit Edit icon.
Accepted Values:
An AgilePoint user or group.
Default Value:
None
Example:
Refer to:

Available Members - Search
Function:
Finds users or groups.
To Open this Field:
  1. On the App Initiators tab, click Edit Edit icon.
Accepted Values:
All or part of an AgilePoint user or group name.
Default Value:
None
Example:
Refer to:

Add Add icon
Function:
Adds users or groups in the Available Members list to the Assigned Members list to give permission for the app.
To Open this Field:
  1. On the App Initiators tab, click Edit Edit icon.
Example:
Refer to:

Current Members
Function:
Shows the users or groups who are process initiators for the app.
To Open this Field:
  1. On the App Initiators tab, click Edit Edit icon.
Accepted Values:
An AgilePoint user or group.
Default Value:
None
Example:
Refer to:

Delete Remove icon
Function:
Deletes the selected user or group.
To Open this Field:
  1. Select a member in the Current Members list.

Enable Access For All Users
Function:
Specifies whether all AgilePoint NX users and groups are process initiators for an app.
To Open this Field:
  1. On the App Initiators tab, click Edit Edit icon.
Accepted Values:
  • Selected - Gives access to all AgilePoint NX users and groups for an app.
  • Deselected - Adds at least one user or group.
Default Value:
Deselected

Report Viewers tab

Specifies the users and groups who are Report Viewers for an app.

Figure: Report Viewers tab

Report Viewers tab

Fields

Field NameDefinition

Select Process Models
Function:
Selects a process from the list.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Accepted Values:
A list of processes from your app
Default Value:
None
Example:
Refer to:

Process Check Box

Function:
Selects the processes for which to add or delete the Report Viewers.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Accepted Values:
  • Selected - Specifies a process for which to add or delete the report viewers.
  • Deselected - Specifies not to add or delete report viewers to the process.
Default Value:
Deselected

Expand Expand icon

Function:
Shows the list of users and groups who can see the application data.

Available Members
Function:
Shows the users or groups you can add to the list of Report Viewers.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Accepted Values:
An AgilePoint user or group.
Default Value:
None
Example:
Refer to:

Available Members - Search
Function:
Finds users or groups.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Accepted Values:
All or part of an AgilePoint user or group name.
Default Value:
None
Example:
Refer to:

Add Member Add Member icon
Function:
Adds users or groups in the Available Members list to the Assigned Members list to give permission for the app.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Example:
Refer to:

Current Members
Function:
Shows the users or groups who are Report Viewers for the app.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Accepted Values:
An AgilePoint user or group.
Default Value:
None
Example:
Refer to:

Delete Remove icon
Function:
Deletes the selected user or group.
To Open this Field:
  1. Select a member in the Current Members list.

Enable Access For All Users
Function:
Specifies whether all AgilePoint NX users and groups are Report Viewers for an app.
To Open this Field:
  1. On the Report Viewers tab, click Edit Edit icon.
Accepted Values:
  • Selected - Gives access to all AgilePoint NX users and groups for an app.
  • Deselected - Adds at least one user or group.
Default Value:
Selected