Setting Permissions on Lifecycle State
Pre-requisites:
To set state permissions for an organization-specific lifecycle model, you must have the Manage Lifecycle Models permission for the organization or at least have the instance-level Full permission for the lifecycle state.
By default, users in the CentraSite Administrator or Organization Administrator role have this permission, although an administrator can grant this permission to other roles.
You define the user and group permissions associated with each state of the lifecycle model. Each permission defines whether a user or group can move assets into a particular lifecycle state. Such permissions are referred to as state permissions.
If you leave the list of users and groups empty, CentraSite grants state permissions to all users and groups. If the list contains at least one user or group, permissions are denied for all other users and groups who are not in the list.
You can set state permissions for a lifecycle model using the Lifecycle Model details page.
To assign permissions on a lifecycle state
1. In the CentraSite Business UI activity bar, click Design Time.
2. Select the lifecycle model for which you want to assign the user and group permissions.
3. In the Lifecycle Model details page, click Permissions.
This opens the Assign Lifecycle State Permissions dialog box to assign the user and group permissions.
4. To add users or groups to the User and Group Permissions list, do one of the following:
a. To filter the list of users and groups, type a partial string in the Add User or Group text box.
CentraSite applies the filter to the Name column.
Examples
String | Description |
b | Displays names that contain b. |
bar | Displays names that contain bar. |
b. Select the user or group you want to grant or deny permission to change the lifecycle state of an asset.
c. Click the plus button next to the Add User or Group text box to add the user or group to the User and Group Permissions list.
d. Select one or more states into which the user or group is allowed to move an asset. You can either select the check boxes for the states individually, or select them all by selecting the corresponding check box in the ALL column. To cancel the selection of a state, clear the corresponding check box.
Note that there is no column corresponding to the initial state of an asset, because all assets under control of this lifecycle model are automatically put into the initial state.
e. Click OK.
-OR-
a. Click Choose. This opens the Choose Users and Groups dialog box.
b. To filter the list of users and groups, type a partial string in the search text box.
c. Click the Search icon.
CentraSite applies the filter to the Name column.
d. Select the user or group you want to grant or deny permission to change the lifecycle state of an asset.
e. Click OK to add the selected user or group.
f. Select one or more states into which the user or group is allowed to move an asset. You can either select the check boxes for the states individually, or select them all by selecting the corresponding check box in the ALL column. To cancel the selection of a state, clear the corresponding check box.
Note that there is no column corresponding to the initial state of an asset, because all assets under control of this lifecycle model are automatically put into the initial state.
g. Click OK.
5. Click Save.
CentraSite validates the updated lifecycle model.
If there are no validation errors, the lifecycle model is updated in the CentraSite registry or repository. If any part of the model is invalid, this is indicated by an appropriate error message.