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Managing User Access and Permissions

Overview

Administrators use the L7 IAM app to assign users to Roles and Workgroups to manage user access and permissions.

Roles determines “what” a user can do in L7 Scheduling and other applications in L7|ESP. Users can be assigned to one or more Roles. Users can also be assigned to one or more Workgroups to restrict which "content" they have access to.

IAM_Roles_Workgroup_Relationships.png

Tip

Checkout L7 IAM to learn more about the application.

Enabling Access to L7 Scheduling App

Procedure

  1. Navigate to L7 IAM app

  2. Click Roles

  3. Create a new Role or select an existing Role

  4. Click the Applications tab

  5. Select Allowed for Scheduling

  6. Click Save

Managing User Permissions in L7 Scheduling

Scheduling Resources

L7 Scheduling has three resources that can be managed:

  • Planned Actions - Administrative tasks and Workflow process tasks

  • Availability Schedule - Resource Schedules

  • Planned Action Chain - Workflow Chain process tasks

iam_schedulingPermissions_3_4.png

Note

The Import and Execute actions are not applicable to L7 Scheduling resources (not supported by the ESP client at this time).

Table 6. L7 Scheduling app permissions. 

Resource

Permission

Description

Planned Action

Create

Allows the creation of manual planned actions (Administrative task) and autogenerated planned actions when creating Experiments for Workflows.

Update

Allows edits to planned actions through L7 Scheduling's Edit Task modal.

Note

When disabled, users can still edit the Due Date and Priority of autogenerated planned actions that are part of a Workflow Chain task.

The Owner always has Update permission to planned actions they created, irrespective of this permission.

Delete

Allows the archivization of planned actions.

Note

The Owner always has Delete permission to planned actions they created, irrespective of this permission.

Availability Schedule

Create

Allows the creation of resources Schedules from L7 Scheduling's Availability page and the ability to disable resources.

Update

Allows edits to resource Schedules.

Note

When Disabled, users can access a Schedule's Details page and all fields are editable, the editiion is blocked only from the backend.

Delete

Allows the archivization of resource Schedules.

Planned Action Chain

Create

Allows the creation of planned action chains (Workflow Chain process tasks) when creating Experiments for Workflows Chains.

Update

Allows edits to planned actions that are part of a Workflow Chain process.

Note

When Disabled, users can still see the "Edit task" button when clicking on a given workflow chain task and update everything except for Priority and Due Date.

Delete

Allows the archivization of the whole planned action chain (Workflow Chain Experiment) and single planned actions (Workflow tasks) that are part of the Workflow Chain.



Procedure

  1. Navigate to L7 IAM app

  2. Click Roles

  3. Create a new Role or select an existing Role

  4. Click the Permissions tab

  5. Scroll to the Scheduling block

  6. Select the desired Create, Update, and Delete permissions for each Resource

  7. Click Save

Managing Workgroups

Workgroups are used to manage which content users have access to. After creating a new Workgroup, it can then be applied to various resources throughout L7|ESP. New Workgroups will automatically appear as schedulable resources in L7 Scheduling.

Procedure

  1. Navigate to L7 IAM app

  2. Click Workgroups

  3. Create a new Workgroup or select an existing Workgroup

  4. Add Users to the Workgroup (or select the trashcan icon to remove a user)

  5. Click Save

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