Managing Users, Roles, and Groups → About User Management and Security → About User Management
About User Management
There are four key elements for managing users in
A role is a set of application-related privileges. Roles are defined
and users and groups are assigned to roles in
SBM Application Administrator.
For details, refer to
A group is a set of users, to which you can assign roles, additional
privileges, an initial set of preferences, and notification subscriptions. For
details, refer to
About Group Accounts.
Each user must have an individual account that at a minimum includes
a unique login ID, a user name, and a product-access level. You can then assign
users to groups so they can inherit role assignments, privileges, and
notification subscriptions. For details, refer to
About User Accounts.
You can have multiple administrators, each with varying amounts of
responsibility and access. For details, refer to
To effectively manage user accounts, follow these basic steps.
create roles for your applications to organize sets of privileges, and then:
- Assign appropriate application-related privileges to each role.
- Assign roles as values for
Multi-Group fields in tables located in the
Data Design area.
- Assign primary and secondary owners to states in your workflows.
- Deploy your process app to make the roles available in
For details on these steps, refer to the
SBM Composer Guide.
create groups to organize sets of users, and then:
- Assign an appropriate product-access level to each group. This
impacts which users can be members of the group, as well as which privileges
apply to the group. For details, refer to
- Assign roles to each group.
- Assign any non-application-related privileges to the group, such
as the ability to modify user profile settings, and for administrators, the
ability to perform configuration and administration tasks.
- Set an initial set of preferences and settings to members of the
- Subscribe the group to notifications.
For details on these steps, refer to
Working With Groups.
- Use one of the methods described in
About User Accounts to
establish user accounts for your system. If you choose to manually create user
accounts, edit multiple user accounts in
- Assign a product-access level based on the groups to which you
will assign the users.
- Assign users to applicable groups. They will inherit their role
assignments, notification subscriptions, and additional privileges from these
- Modify password settings for the users, if applicable.
- Optionally, set default values for
Multi-Group fields in workflows or projects in
Possible values are determined by the roles assigned to the field in
and the users and groups assigned to the roles in
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