Creating Custom User Access Profiles

Custom user access profiles allow the client application interface to be tailored for various user categories that exist within an organization. The simplest form of customization is to modify the state attribute values for the existing MENUNAME profile types that are defined at installation.

If the existing profile types are not sufficient to reflect the organization's user types, further customization may be performed. Rather than using the default MENUNAME attribute to specify the profile of each user, a new iProcess user attribute must be defined and used to hold the name of customized user profile types. The customization process is as follows:

1.

Define a new iProcess user attribute (e.g., ACCESS) on the server. The new iProcess attribute must be created by a user with administrative access using the TIBCO iProcess User Manager (for information about the User Manager, see the TIBCO iProcess Workspace (Windows) Manager’s Guide).

2.

In the userAccessProfiles.xml file, change the value of the serverUserAttr attribute from “MENUNAME” to the name of the new iProcess attribute created in step 1.

3.

Modify the profile types and state values as desired. For information about how to do this, see User Access Profiles.

4.

For each iProcess user, set the value of their iProcess attribute to one of the profile types defined in userAccessProfiles.xml. This must be done by a user with administrative access using the TIBCO iProcess User Manager (for information about the User Manager, see the TIBCO iProcess Workspace (Windows) Manager’s Guide).