Progressive Capture - Access Granted to

[Tina.Lapere]

Hi, 

We are just looking at the possibility of restricting our Progressive Captures and Business Process to certain admins. 

We've created a new role (as it would be easier to drop people in and out) but it's not allowing us to select this role from the Role drop down list.  

We've tried to use the 'Group' option and select the relevant department however when we go back into the PC it's loosing the settings.

I don't really want to have to add each individual as it makes the future management of it a lot harder.  Can someone please let me know where we might be going wrong or how they've managed to do it.

Thanks

Tina

[Smurfy]

Hi ya
I tried this too but doesn't seem to work with a group. I think Support looked at it and said there was a fault.
The support call I raised was closed with "Request has been closed with the category 'Customer Support>Hornbill>Defect'"

 

[NeilWJ]

Hi @Tina.Lapere,

That access list runs off assignment roles (which is a bit misleading as the form says access, implying security roles). If you create your role as an assignment role then when viewing the IC admin table list only the owner and the users in that role should be able to see it.

Cheers

[NeilWJ]

sorry and forgot to say i will look at why it is not saving access option today and give you an update.

 

[James Ainsworth]

Hi @Tina.Lapere

Where/How did you create the role?

When working with Service Manager Intelligent Capture scripts, and you wish to restrict access by role, there are two things that you need to consider

1.) The Role needs to be created under Service Manager (not Platform)

2.) The Role needs to be an Assignment role
 

[NeilWJ]

All,

The issue with the IC not saving access permission when using "group" option is fixed in core UI build 1699 and onwards. Hopefully should see that get pushed out in the next week or two depending on other changes/fixes that need to go into the next build.

Cheers

[Tina.Lapere]

Thanks All.

@James Ainsworth I did actually create it under platform so I'll delete it and create it under Service Manager as an assignment role and test.  

If the groups are due to be fixed soon this might be enough for us but we'll see.

Thanks

[Tina.Lapere]

@James Ainsworth

I've created the role in the correct place -

 

and I've given the permissions in the capture

However the person I've given access to via the role is still unable to see the PC in the list.

Any advice?

Thanks

Tina

[Tina.Lapere]

@James Ainsworth Any update on this?

[James Ainsworth]

Hi @Tina.Lapere

When you say "unavailable in the list", is their list completely empty or is it that this one Intelligent Capture is not being displayed, but others are?  I'm having a look at some of the provided roles for accessing Intelligent Capture and I'm thinking that it might be related to the user not being assigned to one of these roles.  

[Tina.Lapere]

@James Ainsworth

So when I enable this setting:  security.bpm_access_controls.enabled

They can see other intelligent captures that they have created just not this one that I'm trying to give them access to (as a test).

 

If I turn the above setting off they can see all the intelligent captures.