Managing access to process applications and toolkits

You can provide users and groups with permission to access individual process applications and toolkits.

About this task

To manage access to individual process applications and toolkits, you must have administrative access to the process application or toolkit, or you must be the user who created the process application or toolkit.

Procedure

To manage access to process applications and toolkits, complete the following steps:

  1. Select the Process Apps or Toolkits tab.
  2. Select the process application or toolkit for which you want to manage user access.
  3. Select the Manage option.
  4. If you want to remove access for a user or group, click the Remove icon under Manage Access to Process Library.
  5. If you want to give access to a user or group, complete the following steps.
    1. Under Manage Access to Process Library, click Add Users or Add Groups.
    2. In the window, enter the name of the user or group that you want to add in the Search for Name field. You can enter part of the name and all accounts that match the name are displayed.
    3. Select the check box next to the users and groups that you want to add, and then click Add Selected.
    4. After you add the users and groups that you want, select the Read, Write, or Admin option for each. The following table describes each permission level.
      Table 1. Permissions for users and groups
      Access Level Description
      Read Users with Read permission can perform the following actions:
      • View the process application or toolkit in the Process Center console or Process Designer
      • View project history in the Process Center console
      • View all library items included in the process application or toolkit in Process Designer
      • Open the process application or toolkit in Process Designer
      • By default, install snapshots to process servers in development environments
      • Export snapshots from the Process Center console
      Write Users with Write permission can perform all of the actions that are associated with Read permission, plus the following additional tasks:
      • Create, edit, or delete library items in the process application or toolkit in Process Designer
      • Create process application or toolkit snapshots and edit snapshot properties in the Process Center console or Process Designer
      • Archive snapshots in a process application
      • Create and archive tracks for a given process application
      • By default, install snapshots to process servers in any non-production environment
      Admin Users with Admin permission can perform all the tasks that are associated with Read and Write permission, plus the following additional tasks:
      • Edit process application or toolkit settings in the Process Center console
      • Activate snapshots in the Process Center console
      • Edit track details in the Process Center console
      •  Modify user access to the process application or toolkit
      • Archive a process application in the Process Center console
      • Access the governance events for a given process application in the Process Center console
      • By default, install snapshots to process servers in production environments