Granting User Access to Business Processes

Granting Access to Business Processes

You can control access to business process data in Optimize for Process. With Optimize's data-level security features, you can use roles to specify data-access parameters for users and groups.

Granting a role access to a business process allows anyone in that role to view business process data in Optimize. If a user or group belongs to more than one role, that user or group will have access to the business process data as long as access is granted to at least one of the roles to which the user or group belongs.

After a role is created, access must be assigned. By default, roles do not have access to business processes. Data-level security must be enabled for users and groups to view business process data. If data-level security is enabled, users must be assigned access to view business processes. For instructions for enabling data-level security, see Enabling Data-Level Security.

To manage data-level security for business processes

1. In My webMethods, navigate the following path: Navigate > Applications > Administration > System-Wide > User Management > Roles

Optimize displays the Roles page containing a list of roles. You can add roles and edit or delete existing roles from this page. For information about adding, editing, and deleting roles, see the PDF publication Administering My webMethods Server.

2. Do one of the following:

Enter the name of the role into the Search Keyword field and click Go.

Leave the Search Keyword field blank and click Go.

3. Click the role name, or click ( Edit icon

) Edit beside the role name.

Optimize displays the Edit Role page for the role.

4. On the Data Level Security tab, click Business Process.

Optimize displays the business processes accessible to this role.

5. From the Edit Role page, perform any of the actions that are described in the table below.

To	Do this
Grant access to a business process	Click the Add Processes button and continue to Granting Access to Business Processes below.
Remove a business process from the list	Select the business process and then click the Delete button.
Export the list of attributes to a comma-delimited text file	Click the Export Table button. For more information about exporting table data, see Working with My webMethods.