Managing Users on a Single Process Diagram

Add new stakeholders to a single process diagram and assign their access rights. Manage existing stakeholder permissions and update the owner, author and promoter.

Manage users

Procedure

1.Click the Processes link on the navigation bar and navigate to the diagram you want to add a stakeholder to.

2.Open either the draft or master version.

3.Click Manage users.

4.Ensure Current diagram is selected.

5.Click Next.

6.Click in the search field and start typing the name of the user or group.  Alternatively, click the down arrow to display a list of users and groups.

7.Click to add them.

Note: To remove a user or group from the list, click the check box to select them, and then click .

8.Choose from the following options:

•To assign their access rights click the down arrow next to their avatar, and select or deselect:

•Inherit from uninvited

•Can view only

•Can edit

•Has no access

•To manage the owner, author and promoter,  click the 2nd down arrow, and select or deselect:

•is the author

•is the owner

•can promote draft

Note: A diagram can only have one owner and author, however you can select multiple promoters. Not all options will be available.

9.Repeat steps 5, 6 and 7 for each user and group you want to add.

10.Click Save.

Update existing stakeholders

Update existing stakeholder permissions and access rights.

Procedure

1.Click the Processes link on the navigation bar and navigate to the diagram you want to manage existing stakeholders on.

2.Open either the draft or master version.

3.Click Manage users.

4.Ensure Current diagram is selected.

5.Click Next.

Note: The dialog will display all the current diagram user and group stakeholders along with their associated permissions.

6.Choose from the following options:

•To edit their access rights click the down arrow next to their avatar, and select or deselect:

•Inherit from uninvited

•Can view only

•Can edit

•Has no access

•To manage the owner, author and promoter,  click the 2nd down arrow, and select or deselect:

•is the author

•is the owner

•can promote draft

Note: To remove a user from the list, click the check box to select them, and then click .

7.Click Save.

Set the default access rights

Procedure

1.Click the Processes link on the navigation bar and navigate to the diagram you want to manage default access rights on.

2.Open either the draft or master version.

3.Click Manage users.

4.Ensure Current diagram is selected.

5.Click Next.

Note: The dialog will display all the current diagram user and group stakeholders along with their associated permissions.

6.Click the down arrow next to Uninvited users, and select as required.

7.Click Save.