chesterdocs

#Roles and permissions

Roles with permissions per kind of object can be defined, but they are not yet assigned in the interface and not applied — today everyone who can sign in has the same access to the Designer and the Execution app.

#What decides what today

flowchart LR
  S["Signing in"] --> D["The whole Designer"]
  S --> E["The whole Execution app"]
  C["Catalog assignment"] -. "what is offered,<br/>not what is allowed" .-> E
  R["Role"] -. "defined, not applied" .-> X["—"]
What Effect today
Signing in Gives access to the Designer and the Execution app, in full
Catalog assignment Decides which catalogs a person is offered — see catalogs
Group membership Decides who gets a task in a multi-instance step over the group — see users and groups
Protected system admin Cannot be changed or removed by others
Role ⚠️ No effect
Process owner Receives comment notifications; it grants no rights

⚠️ Keep the circle of people with an account to those who may see and change everything: there is no way yet to give someone only the Execution app, or only some processes.

#The roles page

Roles & permissions lists roles and, per role, what it would allow — view, manage or admin — for processes, projects, forms, systems, users, roles, catalogs, areas and groups.

⚠️ The page is only in the sidebar when experimental features are switched on for your installation.

❌ Roles cannot be given to a person in the interface.

❌ Nothing checks roles or their permissions yet.

A role that is still held by someone cannot be deleted. The message is German.