Edit Role screen
Changes a role in AgilePoint NX.
Background and Setup
Video: Manage Your Organization
Video: Access Control
Examples
- (Example) Add a Role
- (Example) Add a Member to a Role
- (Example) Add Administrators
- (Example) Use Anonymous Authentication in a Process-Based App
- (Example) Use Anonymous Authentication in a Form-Based App
- Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
How to Start
- Click Manage.
- In the Manage Center, click Access Control
> Roles.
- On the Roles screen,
click Expand a role.
- Click Edit.
Edit Role > Basic Information tab
Changes the basic information for a role.
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How to Start
- On the Edit Role screen, click the Basic Information tab.
Fields
Field Name | Definition |
---|---|
Description |
|
Created By | |
Last Modified By |
|
Update |
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Edit Role > Access Rights > Access Control tab
Changes a role's access rights related to users, groups, and roles.
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How to Start
- On the Edit Role screen, click the Access Rights tab.
- Click the Access Control tab.
Fields
Field Name | Definition |
---|---|
Create and Update Users |
|
Unregister a User |
|
Update the User's Own Profile |
|
Create and Update Roles | |
Remove a Role | |
Create and Update Groups | |
Remove a Group | |
Add, Remove, and Modify Global Application Resources |
|
View Global Application Resources |
|
Use System Account in Apps or Access Tokens |
|
Manage App Permissions |
|
Create, Update, and Remove Event Services |
|
View System Monitor and Dashboard |
|
Select All |
|
Update |
|
Edit Role > Access Rights > Apps tab
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Fields
Field Name | Definition |
---|---|
Reassign a Task |
|
Cancel a Task |
|
Create a Task |
|
Create, Update, and Remove Delegations |
|
Complete System Activities (Automated Tasks) |
|
Add or View Delegations For Other Users |
|
View All Tasks in Work Center |
|
View My Peer Group in Work Center |
|
Create, Update, and Remove Shared Variables |
|
Update Variables |
|
View Variables |
|
Allow to Execute QueryDatabase() and QueryDatabaseEx() |
|
Initiate a Process | |
Suspend and Resume a Process |
|
Resend and Cancel an Email Notifications |
|
Cancel a Process |
|
Rollback a Process | |
Archive and Restore Processes | |
View Process Details |
|
Select All |
|
Update |
|
Edit Role > Access Rights > NX Modules tab
Changes a role's permissions related to Work Center, Analytics Center, App Builder, Manage Center, Collaboration Center, and App Store.
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Fields
Field Name | Definition |
---|---|
Enable Work Center Access |
|
Enable Announcements and System Notification Access |
|
Enable Analytics Center Access |
|
Enable App Builder Access |
|
Enable Manage Center Access |
|
Enable Collaboration Access |
|
Enable App Store Access | |
Select All |
|
Update |
|
Edit Role > Access Rights > App Builder tab
Changes a role's permissions related to the App Builder.
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Fields
Field Name | Definition |
---|---|
Create, Delete, and Import Apps | |
Publish Apps | |
Create, Update, and Application Resources |
|
Check In and Check Out Application Resources |
|
Undo Check Out the User's Own Files | |
Check In or Undo Check Out Another User's Changes | |
Enable Anonymous Forms |
|
View and Modify System Configuration |
|
Save and Remove Temporary Files (API) |
|
Create Process Models |
|
Check In and Check Out Process Models |
|
Delete and Disable Process Models |
|
Release a Process Model |
|
Select All |
|
Update |
|
Edit Role > Access Rights > Settings tab
Changes a role's access rights to manage settings for the AgilePoint NX components.
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Fields
Field Name | Definition |
---|---|
Manage Settings for NX Portal |
|
Manage Settings for Work Center |
|
Manage Settings for Manage Center |
|
Manage Settings for App Builder |
|
Manage Settings for Mobile Apps |
|
Manage Settings for Administration |
|
Manage Settings for Tenant |
|
Manage Settings for Analytics Center |
|
Select All |
|
Update |
|
Edit Role > Access Rights > Report (Legacy) tab
Changes a role's permissions related to Report Center.
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Prerequisites
Fields
Field Name | Definition |
---|---|
Add, Remove, and Modify Report Configuration |
|
Manage Personal Reports |
|
Manage Shared Reports |
|
View Shared Reports |
|
Power End User |
|
Scheduled and Archived Reports |
|
System Administration |
|
View Personal Reports |
|
Select All |
|
Update |
|
Edit Role > Access Rights > Analytics tab
Changes the permissions for a role in Analytics Center.
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Prerequisites
- Analytics Center is installed and licensed in your environment.
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.
Fields
Field Name | Definition |
---|---|
Role Type |
|
Manage Analytics Settings |
|
Update |
|
Edit Role > Members tab
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How to Start
- On the Edit Role screen, click the Members tab.
Fields
Field Name | Definition |
---|---|
Add Member |
|
Remove Member |
|
Update |
|
Edit Role > Add Member screen
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How to Start
- On the Edit Role screen, click the Members tab.
- Click Add Member.
Fields
Field Name | Definition |
---|---|
Back |
|
Groups / Users | |
Search |
|