Access Management of Apps Platform


The security of the Product name - ev sas.png platform is ensured at two levels:

  • Access rights to the platform for authorized users by assigning a user profile to each of them, e.g. platform administrator, app creator, designer or standard platform user.
  • Access rights to each app by assigning each user the rights to administer, modify, duplicate or run the app.

You can create the users authorized to access the platform individually or in a batch using a CSV file. An invitation email can be sent to new users with the relevant link and their login information .

Notes

  • Access rights management:
    • For the platform: Only performed by the platform administrator.
    • For an app: Performed by the platform administrator and the app administrator. 
  • You can also manage access rights to apps:
    • In the App Gallery by clicking Apps - Rights - Administer icon.png next to the app. Open url.png See the description.
    • In teams, i.e. groups of users with the same rights for a given app, in the Admin Panel.
  • The platform enjoys secure access that requires users to enter a login and password. This authentication can be delegated to a trusted provider.
  • Access to apps:
    • Logged-in users must be authorized to access the platform and have the right to view the app.
    • The toolbar displayed next to each app in the App Gallery will vary depending on the user's access rights to the app.
    • For apps displaying Product name - ev itsm.png data, if the logged-in users are EasyVista users, then the interface is displayed in their connection language and the data shown is restricted to the default domains that these users are authorized to access. Note: The email address is used to map users in Product name - ev sas.png with those in Product name - ev itsm.png except if authentication has been delegated to a trusted provider.
  • For new platform users:
    • If the administrator does not specify a password when creating a new user, then the password will automatically be generated.
    • When logging in for the first time, users can modify their password by clicking Apps - User profile.png <Logged-in user name> in the toolbar.

Best Practice big icon.pngBest practice

  • Click Batch Users Creation if you want to create multiple users using a CSV file.
    • You are not required to specify a password for each of them. The system will automatically generate a different password for each new user.
  • By default, new users who are authorized to access the platform do not have access to apps.
    • You should manually assign new users the rights to each app they need to access.
    • You should then send them an email with the relevant URL and login information and invite them to log in to the platform.
  • To temporarily deactivate access to the platform for specific users, e.g. during their annual leave, you should delete all of their profiles in the platform management screen. You can reactivate their profiles and authorize access again at a later time.

Screens description

User access rights to the platform

       Apps - Access Management - User Management.png

Access (Note: Only for the platform administrator whose profile is App Center Manager): In the Admin Panel, click Apps - Admin panel - Users management icon.png Users Management.
 

EVApps - Access Management - Add User icon.png: Used to create new users and assign user profiles and access rights. Open url.png See the procedure.

Actions  - Open url.png See the description.

Filter criteria

  • You can use two types of filters or combine them to search the list of users:
    • To run a search using the user name and email address, you can enter your criteria in the Enter text to filter field.
    • To search for users by profile, click the profile you want: App Center Managers, App Creators, Theme Designers, Registered Users, Public User.
  • To display the complete list of users and clear the filter criteria, click All Users.
     

Table of users: List of users authorized to access the platform.

  • Users whose profile is App Center Manager are not displayed. They are automatically authorized to access all apps.
  • Check the box in the table header to select or unselect all of the users.
  • Click a user to change the user information (name, email address, profile) and define the access rights to the list of apps.

    List of fields

Name: User name.

Email: Email address of the user for logging in to the platform.

Profile: Profile of the new user (check the appropriate boxes):

UserProfiles
  • Apps - Apps center manager Profile.png App Center Manager
     Note: The App Creator and Registered User profiles will automatically be assigned to these users.
    • Users in charge of managing platform access. They have all of the rights for all apps on the platform.
    • Users authorized to create connectors other than easyVista IT Service Manager which are managed by Logo - EasyVista.png. They can also create aliases and execution contexts.
    • Users authorized to create and modify themes in the theme editor.
  • Apps - App creator Profile.png App Creator
    Note:  The Registered User profile will automatically be assigned to these users.
    • Users authorized to create new apps. They are authorized to duplicate the apps viewed even if they are not authorized to edit them.
    • Users authorized to create connectors other than easyVista IT Service Manager which are managed by Logo - EasyVista.png.
    • Users not authorized to modify themes.
  • Apps - Theme designer Profile.png Theme Designer
    • Users authorized to create and modify themes in the theme editor.
    •  Users not authorized to modify connectors, aliases or execution contexts.
  • Apps - Registered user Profile.png Registered User
    • Users authorized to run apps whose rights they have been assigned. They are not authorized to modify, duplicate or create apps.
    • Users not authorized to modify connectors, aliases or execution contexts.
    • Users not authorized to modify themes.
  • Apps - Public user Profile.png Public User
    • Users for whom certain parameters (e.g. language, domain, time zone, date and number formats) have been predefined. This user configuration is applied in the public pages of an app. Open url.png See Public mode.

Last connection: The date/time that the user last logged in to the platform.

Already Invited: The date/time that the user first logged in to the platform.

User access rights to apps

Access: Click one of the users in the table.

       Apps - Access Management - Edit user.png

Table of apps: List of apps available on the platform. Select the apps the new user will be authorized to access and specify the access rights to each of them.

UserApplicationsRights
  • Apps - Rights - Administer icon.png Admin: Users are authorized to administer the app but cannot modify or run it.
  • Apps - Rights - Edit icon.png Edit: Users are authorized to access the graphic editor to edit the app.
  • Apps - Rights - Execute icon.png Execute: Users are authorized to run the app but cannot modify it.

    Note

  • Check the box in the table header to select or unselect all of the apps.
  • Users authorized to create an app will automatically have all rights to it.
  • Platform administrators (App Center Manager profile) do not appear in the table because they have all of the rights for all of the apps.
  • The access rights to an app assigned to users are taken into account if, at the very least, they have been assigned the Registered User profile.

Actions

Invite User

Note: Accessible as long as users have not logged in to the platform, i.e. when there is no value in the Already Invited column).

Used to create an email inviting selected users to log in to the platform.
         EVApps - Access Management - Send Email.png

  • The email is generated from a template. You can customize it as required.
  • Tags can be inserted within the text when you click EVApps - Access Management - Insert Tags icon.png. These tags contain variables that are added dynamically when the email is sent.
    • Name: Used to insert the name of the new user - #[NAME]#
    • Password: Used to insert the password of the new user for logging in to the platform - #[PASSWORD]#
    • Email: Used to insert the email of the new user for logging in to the platform - #[EMAIL]#
    • Link: Used to insert the URL for logging in to the platform - #[LINK_TO]#
  • Undo: Used to undo all modifications and display the original text of the email.
  • Save as Default: Used to save the email as a new email invitation template.
  • Send Email: Used to send the invitation email to the selected users.

Delete User

Used to delete the users selected from the list of users authorized to access the platform.

  • Their login information will automatically be deactivated.

Batch Users Creation

Used to create a group of users authorized to access the platform using a CSV file that contains user names and email addresses.
         Apps - Access Management - Batch Users Creation.png

Choose the file to upload: Used to select the CSV file in the Open dialog box. Note: You can also select the file using a drag and drop.

Example documentation icon EN.png Apps - Access Management - Batch Users Creation - Example.png

Download icon.png

Columns: Used to indicate if the first row in the file contains column headers (the Columns Have Headers box is checked) or if it contains values (box is not checked).

Profile: Profile of all users listed in the CSV file. Select the options you want.

ConciseUserProfiles

Note: If you only want to assign the Registered User profile, return to the list of users and unselect the App Center Manager and App Creator profiles.

  • App Center Manager: Users are authorized to administer the platform.
  • App Creator: Users are authorized to create apps.
  • Theme Designer: Users are authorized to create themes.

Predefined Password: Default password assigned to all users listed in the CSV file.

Best Practice icon.png To automatically generate a different password for each user, you should not specify this field.

Table of apps: Select the apps that all users listed in the CSV file will be authorized to access and define specific access rights for each of them:

UserApplicationsRights
  • Apps - Rights - Administer icon.png Admin: Users are authorized to administer the app but cannot modify or run it.
  • Apps - Rights - Edit icon.png Edit: Users are authorized to access the graphic editor to edit the app.
  • Apps - Rights - Execute icon.png Execute: Users are authorized to run the app but cannot modify it.

Procedures

PlatformAccessRights_Procedure

How to manage access rights to the platform

Step 1: Log in to the platform.

1. Log in to the platform using the App Center Manager profile.

2. Click Apps - Gallery - Admin panel icon.png Admin Panel.

Step 2: Define user access rights to the platform.

1. Click Apps - Admin panel - Users management icon.png Users Management.
The list of users authorized to access the platform will appear.

2. Click the relevant user in the table.
The Properties Window will appear.

3. Assign the appropriate access rights.

  • Select the user profiles.
    ConciseUserProfiles

    Note: If you only want to assign the Registered User profile, return to the list of users and unselect the App Center Manager and App Creator profiles.

    • App Center Manager: Users are authorized to administer the platform.
    • App Creator: Users are authorized to create apps.
    • Theme Designer: Users are authorized to create themes.
  • Select the apps the user is authorized to access and assign the access rights.
    UserApplicationsRights
    • Apps - Rights - Administer icon.png Admin: Users are authorized to administer the app but cannot modify or run it.
    • Apps - Rights - Edit icon.png Edit: Users are authorized to access the graphic editor to edit the app.
    • Apps - Rights - Execute icon.png Execute: Users are authorized to run the app but cannot modify it.

4. Click OK.
 

Add a user and define user rights

Delete user rights
Note: To temporarily deactivate access to the platform for specific users, you should not delete them. Instead, you should unselect all of their Profile boxes.

  • Check the box next to the relevant users.
  • Select Delete Users from the Action drop-down list.
    Their login information will automatically be deactivated.
     

Step 3: Return to the App Gallery.

1. Click Apps - Admin panel - Back to store icon.png Back to Store.

EndPlatformAccessRights_Procedure

How to define access rights to an app

Step 1: Log in to the platform.

1. Log in to the platform using the App Center Manager profile or as the Admin for the app.

2. Click Apps - Rights - Administer icon.png next to the app you want.

Step 2: Define access rights to the app.

1. Select the relevant users/teams.
Note: If you select a team, the access rights you define will apply to all of the users in the team.

2. Select the access rights to assign.

UserApplicationsRights
  • Apps - Rights - Administer icon.png Admin: Users are authorized to administer the app but cannot modify or run it.
  • Apps - Rights - Edit icon.png Edit: Users are authorized to access the graphic editor to edit the app.
  • Apps - Rights - Execute icon.png Execute: Users are authorized to run the app but cannot modify it.

3. Click OK.

 Assign access rights in a batch

  • Check the box in the table header.
    All users/teams will be selected.
  • (optional) You can then narrow down your selection by unselecting the users you do not want.
  • Specify access rights for one of the users/teams.
    These access rights will automatically be assigned to all of the selected users/teams.
  • If required, you can then modify these rights for a specific user/team.
NewUserAccess_Procedure

How to assign a new user access to the platform

Step 1: Log in to the platform.

1. Log in to the platform using the App Center Manager profile.

2. Click Apps - Gallery - Admin panel icon.png Admin Panel.

Step 2: Create a new user.

: Click Apps - Admin panel - Users management icon.png Users Management.

2. Click EVApps - Access Management - Add User icon.png.

3. Specify the user information, i.e. name, email address, profile, password.

4. Define access rights to apps.

  • In the table, select the apps the new user is authorized to access.
  • Assign the rights for each app by selecting the relevant options.
    UserApplicationsRights
    • Apps - Rights - Administer icon.png Admin: Users are authorized to administer the app but cannot modify or run it.
    • Apps - Rights - Edit icon.png Edit: Users are authorized to access the graphic editor to edit the app.
    • Apps - Rights - Execute icon.png Execute: Users are authorized to run the app but cannot modify it.

5. Click OK.
You will return to the list of users.

Step 3: Define access rights to the platform.

1. Select the relevant Profile boxes for the user.
The information will automatically be taken into account.

UserProfiles
  • Apps - Apps center manager Profile.png App Center Manager
     Note: The App Creator and Registered User profiles will automatically be assigned to these users.
    • Users in charge of managing platform access. They have all of the rights for all apps on the platform.
    • Users authorized to create connectors other than easyVista IT Service Manager which are managed by Logo - EasyVista.png. They can also create aliases and execution contexts.
    • Users authorized to create and modify themes in the theme editor.
  • Apps - App creator Profile.png App Creator
    Note:  The Registered User profile will automatically be assigned to these users.
    • Users authorized to create new apps. They are authorized to duplicate the apps viewed even if they are not authorized to edit them.
    • Users authorized to create connectors other than easyVista IT Service Manager which are managed by Logo - EasyVista.png.
    • Users not authorized to modify themes.
  • Apps - Theme designer Profile.png Theme Designer
    • Users authorized to create and modify themes in the theme editor.
    •  Users not authorized to modify connectors, aliases or execution contexts.
  • Apps - Registered user Profile.png Registered User
    • Users authorized to run apps whose rights they have been assigned. They are not authorized to modify, duplicate or create apps.
    • Users not authorized to modify connectors, aliases or execution contexts.
    • Users not authorized to modify themes.
  • Apps - Public user Profile.png Public User
    • Users for whom certain parameters (e.g. language, domain, time zone, date and number formats) have been predefined. This user configuration is applied in the public pages of an app. Open url.png See Public mode.

 

Step 4: Send an invitation email.

1. Select Invite Users from the Action drop-down list.

2. (optional) Modify the text in the email template informing users that they can now access the platform.

3. Click EVApps - Access Management - Insert Tags icon.png to insert predefined tags.

4. Click Send Email.

Step 5: Return to the App Gallery.

1. Click Apps - Admin panel - Back to store icon.png Back to Store.

EndNewUserAccess_Procedure

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Last modified by Christine Daussac on 2019/04/01 20:14
Created by Administrator XWiki on 2014/09/02 12:25

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