GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. Home
  2. Docs
  3. Process Apps
  4. Settings
  5. Members and Roles

Members and Roles

The Members and Roles option allows you to invite new users, manage users and their roles so that they can contribute to your project. For example, let us consider you are creating a Process App. There are a few tasks involved in the creation of a Process App and you want your co-developers to work on those tasks. In this scenario, you can use this feature to invite your co-developers to work on tasks.

Invite New User 

To invite a new user, follow the below steps:

  1. Click the Settings tab on the top.
  2. By default, the General Settings page is displayed.
  3. On the left pane, click Members and Roles.
  4. On the Members and Roles page, click Invite New User.

  5. On the Invite New User window, enter the following details:
    • Email ID – Enter the email address of the user you want to invite.
    • Group – Select the group from the drop-down list.
    • Role – Assign a role for the new user from the drop-down list.
      • Process Developer: This role provides access to both public and private process app developer workspaces.
      • Process Tester: This role provides access to both public and private process app tester workspaces.
      • Process Manager: This role provides access to both public and private process app workspaces.
      • Portal User: This is a new default role introduced for Process Apps for non-member users of a workspace to access to the public process app workspaces. The process owner can explicitly provide access to a private workspace.

  6. Click Invite.

Manage Users and Roles

To manage users and their roles, follow the below steps:

  1. On the Members and Roles page, you can find the list of users.
  2. Click on the user to view their roles and permission.
  3. Hover over the user and click the vertical ellipsis icon > Change Owner.
  4. On the corresponding window, update the following details:
    • Member – Select a user from the drop-down list.
    • Role – Select a role for the current user from the drop-down list.
  5. Click Change.

  1. Home
  2. Docs
  3. Process Apps
  4. Settings
  5. Members and Roles

Members and Roles

The Members and Roles option allows you to invite new users, manage users and their roles so that they can contribute to your project. For example, let us consider you are creating a Process App. There are a few tasks involved in the creation of a Process App and you want your co-developers to work on those tasks. In this scenario, you can use this feature to invite your co-developers to work on tasks.

Invite New User 

To invite a new user, follow the below steps:

  1. Click the Settings tab on the top.
  2. By default, the General Settings page is displayed.
  3. On the left pane, click Members and Roles.
  4. On the Members and Roles page, click Invite New User.

  5. On the Invite New User window, enter the following details:
    • Email ID – Enter the email address of the user you want to invite.
    • Group – Select the group from the drop-down list.
    • Role – Assign a role for the new user from the drop-down list.
      • Process Developer: This role provides access to both public and private process app developer workspaces.
      • Process Tester: This role provides access to both public and private process app tester workspaces.
      • Process Manager: This role provides access to both public and private process app workspaces.
      • Portal User: This is a new default role introduced for Process Apps for non-member users of a workspace to access to the public process app workspaces. The process owner can explicitly provide access to a private workspace.

  6. Click Invite.

Manage Users and Roles

To manage users and their roles, follow the below steps:

  1. On the Members and Roles page, you can find the list of users.
  2. Click on the user to view their roles and permission.
  3. Hover over the user and click the vertical ellipsis icon > Change Owner.
  4. On the corresponding window, update the following details:
    • Member – Select a user from the drop-down list.
    • Role – Select a role for the current user from the drop-down list.
  5. Click Change.

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