Determining Access Rights
Access to Process Automation (PA)Teams features relies on the interaction of both the user's access rights set within the Account Administration portal and their Team role.
Note: All users must have a minimum account right of Access to Process Automation.
On each team there are rights governing:
- Task visibility - who can take Business Process tasks assigned to the team.
- Management of team membership and settings.
- PA resources visibility and design privilege.
- Process data visibility.
The charts below provides information on how the users access rights interact with the team roles to control access to the actions available to that user.
Basic Team Rights
| Actions | Required Rights and/or Roles |
|---|---|
| Create Teams | Account rights of PA Process Administrator or Process Manager |
|
Edit Teams and Create Projects
|
Account rights of PA Process Administrator or Process Manager OR Team role of Team Manager Note: Process Managers can only delete a team if that team has no projects. If the user is a Process Administrator or a Process Manager with the Team Manager role, then the team and its projects can be deleted at once. |
|
Edit Project
|
Account rights of PA Process Administrator OR Team role of Team Manager |
| Migrate Resources |
Team role of Team Developer PLUS Account rights of PA Process Administrator OR Team role of Team Developer and Team Manager PLUS Account rights of PA Process Developer |
| View Project Landing Page | Team role of Team Manager, Team Developer, Analyst, or Viewer |
| View Resources |
Team Role of Team Manager, Team Developer, Analyst, or Viewer |
| Create and Edit Resources |
Team role of Team Developer |
| View Data |
Team role of Analyst |
| Custom Reports |
Analyst |
External Access Rights
If External Access is enabled for the project, the following table provides information on what actions are possible for other users that have been granted access.
| Actions | Required Rights and/or Roles |
|---|---|
| Migrate Resources |
User has been granted External Project Access PLUS Account rights of PA Process Administrator OR External Project Access PLUS Team role of Team Manager PLUS Account rights of PA Process Developer |
| View Project Landing Page | External Project Access |
| View Resources |
External Project Access |
| Create and Edit Resources |
External Project Access |
| View Data |
External Project Access WITH View Submitted Data checked Note:Survey developers can only view business process data if they have the Analyst team role, not if they only have External Project Access |
| Custom Reports |
External Project Access PLUS Account rights of PA Process Administrator, Process Manager, Developer, or Asset Manager |
Business Process Specific Access Rights
Some management actions for business processes within a project require specific rights. The following tables provide information on what actions are possible for users that have been granted access.
Monitor Page: Draft Management
| Actions | Required Rights and/or Roles |
|---|---|
| View Production Draft |
Team role of Analyst OR Team role of Team Developer PLUS Account rights of PA Process Administrator OR External Project Access granted WITH View Submitted Data checked |
|
View Development Draft Search Draft |
Team role of Analyst OR Team role of Team Developer PLUS Account rights of PA Process Administrator or Developer OR External Project Access granted WITH View Submitted Data checked |
| Delete Draft
Resend Email Notification Update Email Address |
Team role of Analyst OR Team role of Team Developer PLUS Account rights of PA Process Administrator or Developer OR External Project Access granted AND Account rights of PA Process Administrator or Developer WITH View Submitted Data checked Note: Resend Email Notification and Update Email Address are only available with public drafts. |
Note: Development drafts are related to drafts saved from a submission or task which has been triggered from the process diagram, while production drafts are related to drafts saved from a submission or task which has been triggered from either a form or the manage page. The two modes apply to the three categories (public, private, and task) of drafts.