ProcessMIX Guide
  • Platform Overview
    • Introduction
    • Platform Purpose
    • Main Concepts
      • Organization Structure
      • Visual Language
      • Project Development Environment (IDE)
      • Deployment and Integration
      • Administration and Troubleshooting
    • First Steps
    • Change Log
      • 5.0.0
      • 5.0.5
      • 5.0.5.1
      • 5.0.5.2
      • 5.0.5.3
      • 5.0.5.4
  • Language Reference Guide
    • Overview
    • Data Structures and Types
      • Core Types (pdk.core)
      • Dictionary (pdk.asset.dictionary)
      • Scorecard (pdk.asset.scorecard)
      • Blockchain (pdk.blockchain)
      • Exceptions (pdk.ex)
      • Input/Output (pdk.io)
      • JSON Web Token (pdk.jwt)
      • Networking (pdk.net)
      • HTTP (pdk.net.http)
      • SOAP/Web Services (pdk.net.soap)
      • XML/DOM (pdk.net.xml)
      • S3 (pdk.s3)
      • SQL (pdk.sql)
      • Postgres (pdk.db.postgre)
      • Util (pdk.util)
      • Default Data Structure Field Values
    • Flows
      • Variables
        • Local Flow Variables
        • Node Variables
      • Flow Node Types
        • Core Nodes
          • In
          • Out
          • Assign
          • If
          • Switch
          • Iterator
          • Function Call
          • Subflow
          • Raise Exception
          • Exception Handler
          • Validator
        • Connector Nodes
          • Database Begin Transaction
          • Database Commit Transaction
          • Database Rollback Transaction
          • Database Query Executor
          • EVM Blockchain Functions
          • EVM Blockchain Smart Contract Functions
          • REST Service Executor
          • SOAP Service Executor
          • S3 Connector
          • SMB Connector
      • Expressions
      • Built-In Functions
        • Expression functions
          • pdk.util.Any
          • pdk.util.Array
          • pdk.util.Blockchain
          • pdk.util.Cast
          • pdk.util.Codec
          • pdk.util.Crypto
          • pdk.util.Date
          • pdk.util.File
          • pdk.util.Json
          • pdk.util.JWT
          • pdk.util.Map
          • pdk.util.Math
          • pdk.util.String
          • pdk.util.Util
        • Node functions
          • pdk.flow.Any
          • pdk.flow.Array
          • pdk.flow.File
          • pdk.flow.JsonArray
          • pdk.flow.JsonObject
          • pdk.flow.HttpRequest
          • pdk.flow.HttpResponse
          • pdk.flow.Logger
          • pdk.flow.Map
          • pdk.flow.Xml
            • pdk.flow.xml.XmlAttr
            • pdk.flow.xml.XmlElement
            • pdk.flow.xml.XmlNode
            • pdk.flow.xml.XmlDocument
            • pdk.flow.xml.XmlDocumentType
            • pdk.flow.xml.XmlDOMConfiguration
            • pdk.flow.xml.XmlDOMImplementation
            • pdk.flow.xml.XmlProcessingInstruction
            • pdk.flow.xml.XmlTypeInfo
            • pdk.flow.xml.XmlCharacterData
            • pdk.flow.xml.XmlText
            • pdk.flow.xml.XmlNamedNodeMap
          • pdk.node.BlockchainEth
          • pdk.node.S3
          • pdk.node.Smb
      • Exceptions
        • Checked Exceptions
        • Runtime Exceptions
    • Assets
      • Dictionary
      • Decision Table
      • Scorecard
      • PMML
    • Connectors
      • DB Connector
        • Prepared Query
        • Dynamic Query
        • Query input parameters
        • Stored Procedure
      • REST Connector
      • SOAP Connector
      • S3 Connector
      • SMB Connector
      • EVM Blockchain Connector
    • Global Variables
    • Appendices
      • Overview of Database Transactions
      • Reserved Words
  • Project Development Environment (IDE)
    • Project Explorer Panel
    • Flow Builder
    • Flow Node Editor
    • Data Structure Builder
    • Connector Builders
      • REST Connector Builder
      • SOAP Connector Builder
      • DB (Database) Connector Builder
      • EVM Blockchain Connectors Builder
      • S3 Connector Builder
    • Asset Builders
      • Dictionary Builder
      • Decision Table Builder
      • Scorecard Builder
      • PMML Asset Builder
    • Global Variables Panel
    • Expression Editor
    • Project Deployment and Execution
    • Cron Expression Generator
    • Test Helper
    • Debugging the Project
    • DB transactions
    • Team Collaboration Tools
      • Version Control
      • Conflict Resolver
    • Selectors
    • Error Panel
    • Local History
  • Home and Administration Guide
    • Organization and Subscription
    • Organization Team
    • Repositories and Projects
    • Environments
    • Deployments
    • Database Provisioning
    • Roles and Permissions
  • Logs and Troubleshooting
    • Request/Call Logs
    • Deployment Logs
    • Application Logs
  • Appendix: Example Project
    • Risk Mitigation Solution
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  1. Home and Administration Guide

Roles and Permissions

The system offers four distinct user roles to cater to different levels of access and control. These roles are: Owner, Administrator, Editor, and Viewer. Below is a comprehensive guide outlining the permissions and limitations associated with each role.

The owner role gives the widest possible rights to managing the organization. Only the owner can delete an organization, change its subscription, cancel the subscription, and modify the organization's name. The user who creates the organization is automatically designated as the Owner. Only the owner has the authority to add another Owner or remove one.

There must always be at least one Owner in the organization.

Administrators can manage the organization's team, repository projects, and project settings, similar to owners. Both the Owner and the Administrator can add an Administrator to the organization.

The administrator cannot delete the organization or alter its subscription settings.

To authorize a user to work on a specific project, assign them the Editor role. This role is ideal for users who need to edit the projects but do not require administrative access to the organization.

The Viewer role has view-only access to specific projects. This access level is ideal for users who only need to review project content without making any modifications.

Owner & Administrator: Roles are typically assigned to users needing comprehensive access and control over the organization and its projects.

Editor & Viewer: These roles are appropriate for users who are either involved in project development or need to review project content.

How to Assign Roles

  • Owner: Automatically assigned to the creator of the organization. Additional Owners can be added by existing Owners on the Organization page. For instructions on how to assign an owner, please refer to the Organization & Subscription guide.

  • Administrator, Editor & Viewer: Assigned by the Owner or Administrator. Detailed instructions on how to assign an Administrator on the Organization page can be found in the Organization & Subscription guide, for Editors or Viewers, in the Repositories and Projects guide.

Before assigning a role to a user, you must first add them to the organization's team. Learn how to do this by reading the Organization's Team guide page.

Once the user is added, refer to the organization page for instructions on assigning them as an Owner or Administrator.

By understanding and appropriately assigning these roles, you can ensure efficient management and security of your organization and its projects on the system.

What are the different actions that different types of roles have access to?

The detailed activities of project users are shown in the table. The permission types are sorted from highest to lowest.

Activity
Owner
Admin
Editor
Viewer

Organization

Add other Owners

X

Remove Owners

X

Add other Administrator

X

X

Remove Administrator

X

X

Change Organization name

X

View owners and administrators in the organization

X

X

View available resources

X

X

Add or reduce additional resources

X

Organization team

Add those users to the organization who already exist in the system

X

X

Remove users from the organization

X

X

User search

X

X

Create new groups

X

X

Add the user to the group

X

X

Remove the User from the group

X

X

View all users in the organization

X

X

Repository Management

X

X

Create a Repository

X

X

Delete a Repository

X

X

View List of Available Repositories

X

X

X

X

Edit Repository's Name

X

X

View Projects in Repositories

X

X

Оnly for the projects and repositories access is provided to

Оnly for the projects and repositories access is provided to

Project Management

Create a Project (HOME)

X

X

Export/Import a Project (IDE)

X

X

View List of Available Projects (HOME)

X

X

X

X

View Project (HOME)

X

X

X

X

Open a Project in IDE (Work On)

X

X

X

Open a Project in IDE (VIEW)

X

X

X

X

Edit Project's Details (HOME)

X

X

Move/Clone Project (HOME)

X

X

Delete a Project (HOME)

X

X

View the Project's History/Version control

X

X

X

X

View Project's Logs

Home/IDE

Home/IDE

IDE

IDE

View Project's Endpoints

Home/IDE

Home/IDE

IDE

IDE

View Project's Content

X

X

X

X

Test project (IDE)

X

X

X

Debug project (IDE)

X

X

X

Manage global variables (IDE)

X

X

X

Environments

Create Environment

X

X

Update the list of Environments

X

X

Change the name of the Environment

X

X

Delete Environment

X

X

Allocate deployment slots

X

X

Deployment section

Deploy a project from the IDE application

X

X

X

Deploy a project from the Home application

X

X

View deployments within a project if the user has access

X

X

within Repositories & Projects in the Home app

Manage deployments from Home

X

X

Manage deployments from IDE

X

X

X

Project Access

View list of users in Project

X

X

Add User to Project

X

X

Delete User from Project

X

X

Edit User Permissions to the project

X

X

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Last updated 1 year ago