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 Security and Permissions

Access Permissions 

For some items, you can specify a user group, e.g. Managers, or set of user groups, where only users in this group(s) have permission to see the item.

Worked Example

Here's a worked example using the Company Data (available from the Learning Centre).

In this example, we are using:  

• A Company Merger Pop up screen containing:
  • two manual drop down fields of the company name's of the companies to be merged
  • two string fields showing the company ID's of the companies to be merged
  • a button to initiate the Actionflow - this screen was created using the Tile no Buttons template

Limit Permission to Merge Companies

In this example, we'll limit the users/user groups that can run the Actionflow that merges two companies together.

Prerequisites

For this example, we'll limit permission to run an Actionflow that merges two companies together. This Actionflow was created in 3.02 Bulk Update Action Configuration. If you have not completed this chapter, expand the section below and follow the steps to create the Actionflows.

Alternatively, you can follow the instructions below to limit access to any Actionflow in your application.

Create Limited Access User

1. In the 

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   , expand the 

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    section 
2. Click 

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    to create a new user who will not have access to run the acquisition
   1. Login: limitedaccess
   2. First Name: Limited
   3. Surname: Access
   4. Password: Phixflow123!
   5. Enabled: 

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       the user
   7. In the User Groups section, click the 

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      icon
      1. Drag across the User Groups, Actionflow Advanced Application and Users into the User Groups section of the Limited Access user
         1. There will be two Actionflow Advanced Application user groups. Ensure the one ending _Admin is not chosen

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       all tabs

Change Actionflow Permissions

1. Open the Company Merger Pop up screen and open the Actionflow on the Run Acquisition button
2. Open the Actionflow 

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3. Click on the 

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4. Disable 

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    All Users can Run Action
5. Click the 

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    icon and drag across the User Group, Actionflow Advanced Application_Admin into the User Groups section of the 

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   1. This limits the permission to run this Actionflow to just this User Group

Testing

1. Log out and login as the user, Limited Access
   1. You should not be able to see the Run Acquisition button on the Company Merger Pop up screen

3.08 For Each Action ConfigurationImage Added