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Version: 16.0 (Preview)

Roles Management

The Roles Management page is designed to empower administrators to efficiently handle system roles within ADONIS. You can create, edit, and delete system roles, and assign individual users and entire user groups to system roles. Additionally, you can import and export system roles.

What are System Roles for?

System roles serve two functions in ADONIS. You can use them to:

  1. Grant access to ADONIS web client features. For example, you can specify whether users can create matrix charts or which application scenarios are available to them in the ADONIS web client.

  2. Assign user rights for the available metamodel elements (= metamodel rights). For example, you can specify whether users can create models of a certain type or only open them read-only.

About the Roles Management Layout

The Rights Management page consists of two panes, the catalogue and the workspace:

  • Catalogue

    The catalogue is the left pane of the Roles Management page. Select a system role here to show its details and assigned members in the workspace.

  • Workspace

    The workspace is the right pane of the Roles Management page. You can edit details of system roles here, such as the name and description. Additionally, you can add or remove members from system roles.

Default System Roles

The default system roles are always available when you are you using the ADONIS BPMS Application Library.

Here are the default system roles:

 Default System Roles

Model Release Workflow

  • Modeller

    Modellers create and submit models to review. They can also create new versions of models which have already been released in order to adapt them.

  • Reviewer (business, methodical)

    Reviewers perform methodical reviews and business reviews of the submitted models.

  • Administrator

    Administrators can execute all transitions. They are responsible for the maintenance of the release process. Only Administrators can archive models.

Document Release Workflow

  • Author

    Authors create and submit documents to review. They can also create new versions of already released documents in order to adapt them.

  • Reviewer (business)

    Reviewers perform business reviews of the submitted documents and release them.

  • Administrator

    Administrators can execute all transitions. They are responsible for the maintenance of the release process. Only Administrators can archive documents.

Application Scenarios

  • Design & Document

    Members of the system role "Design & Document" will have access to the "Design & Document" scenario. Via the "Design & Document" scenario they will be able to model and create transparency in a structured way.

  • Control & Release

    Members of the system role "Control & Release" will have access to the "Control & Release" scenario. The purpose of the "Control & Release" scenario is to let users review and release processes with a single click.

  • Read & Explore

    Members of the system role "Read & Explore" will have access to the "Read & Explore" scenario. The purpose of the "Read & Explore" scenario is to let users read processes, explore working instructions and process handbooks.

note

The "Read & Explore" scenario is read-only. Users have no write access to repository content (including all models and objects and their relations).

Organisation Portal

  • Organisation Portal

    Typically only one technical user account will have this system role. This user account is used when users access the Organisation Portal via the link on the web client login page.

note

The Organisation Portal is read-only. Users have no write access to repository content (including all models and objects and their relations).

The Organisation Portal, and hence the system role "Organisation Portal," are no longer available to new customers starting with ADONIS 15.0. Existing customers with licences that include the Organisation Portal may continue to use it and will have access to the system role "Organisation Portal".

Create System Role

To create a new system role

  1. Go to the Roles Management page and click Create system role.

  2. In the Unique name box, type a name for the system role, and then click Create. This language-independent name uniquely identifies the system role.

  3. In the Details form in the middle, fill out the role details:

    • Select Default role if this system role should apply to all users on login.

    • Enter a name for each language ADONIS supports. These names will be visible on the user interface.

    • Enter a description.

  4. Click Assign members and add user groups or individual users from the user catalogue. Then, click Add.

  5. Click Save.

The new system role is added to the System roles catalogue.

Edit System Role

To edit a system role:

  1. Go to the Roles Management page.

  2. In the System roles catalogue on the left side, select the system role you want to edit. The details of the system role and the assigned members will be shown in the workspace.

  3. Modify the role data as required.

  4. Click Save.

Modifying role data is restricted to user-created system roles. The default system roles created by ADONIS are read-only and cannot be changed; you can only assign or remove members.

note

You can find more information about the various role data in the section Create System Role.

Manage System Role Members

To manage system roles members:

  1. Go to the Roles Management page.

  2. In the System roles catalogue on the left side, select the system role whose members you want to manage. The details of the system role and the assigned members will be shown in the workspace.

  3. Now do one of the following:

    • To assign members to a system role, click Assign members and add user groups or individual users from the user catalogue.

    • To remove members from a system role, click Remove members.

  4. Click Save.

Assign Permissions to System Roles

Various permissions can be assigned to system roles. When you assign members to a system role, they are granted all of the permissions of that system role, permitting or restricting them access to specific features and actions within ADONIS.

  • Default System Roles

    ADONIS provides default system roles with pre-defined permissions that cannot be modified. These system roles grant users access to different application scenarios and release workflows in ADONIS.

  • Assign Web Modules to System Roles

    You can assign web modules (plug-ins) to system roles to grant access to specific features in the ADONIS web client. For example, this allows you to manage permissions for creating matrix charts or performing Excel imports.

    Web modules can only be assigned in the Administration Toolkit. For more information on these settings, see the Administration Help (Rich Client).

  • Manage Metamodel Rights

    Metamodel rights allow you to control access to metamodel elements, such as model types and attributes, in ADONIS. To assign metamodel rights to a system role, head over to the Rights Management page.

Delete System Role

To delete a system role:

  • Go to the Roles Management page.

  • In the System roles catalogue on the left side, find the system role you want to delete.

  • Hover over the the system role, click More, and then click Delete.

The default system roles created by ADONIS are read-only and cannot be deleted.

Import System Roles

To import system roles:

  1. Go to Roles Management > More options, and then click Import system roles.

  2. Click Browse and select the file with the system roles you want to import. You can also drag a file from your computer to the Drag and drop files here to upload area. Then, click Next.

  3. Optional: If the import file is encrypted, enter the password and click OK.

  4. Select the system roles you wish to import. To quickly select all system roles, click Select all. Then, click Next.

  5. Optional: Select Including metamodel rights to import all metamodel rights together with the system roles.

  6. From the Conflict strategy, if a system role in the file does already exist in the repository list, select the behaviour if a system role already exists:

    • Insert (new system role data from the import file is added, data existing in a different form is updated): Inserts the system role, combining information from both sources (default selection).

    • Overwrite (the system role from the import file replaces the one from the database): Overwrites the system role in the database.

    • Ignore (the system role in the database remains untouched): Ignores the data in the import file, preserving the original system role.

  7. Click Import. The system roles are imported.

When the import is complete, a success message appears. Close the message to complete the process.

Export System Roles

To export system roles:

  1. Go to Roles Management > More options, and then click Export system roles.

  2. Select the system roles you wish to export. To quickly select all system roles, click Select all. Then, click Next.

  3. Optional: Select Export with metamodel rights to export all metamodel rights together with the system roles.

  4. Optional: Select Protect export file with password to encrypt the export file.

  5. Click Export. The system roles are exported.

When the export is complete, a success message appears. Close the message to complete the process.

Copy Role Info to Clipboard

To copy system role information to the clipboard:

  • Go to the Roles Management page.

  • In the System roles catalogue on the left side, find the system role whose info you want to copy.

  • Hover over the the system role, click More, and then click Copy role info to clipboard.

A JSON representation of the system role, including details such as the mfbID required for creating a user mapping for specific authentication mechanisms, will be copied to your clipboard.