Project roles

Roles option enables the following functionality:

  • To control which group or user is assigned to perform a specific step in the workflow;
  • To control who can navigate the project's menu items;
  • To set Apptimized email notifications (i.e., which users will receive the email notifications).

Once the workflow reaches a specific step, the assignment rules will ensure that the task is assigned to the correct group of users (or a user). This will prevent from performing actions by unauthorized users.

The project administrator role appears as an initial default role after the project was created.
Project administrators can perform any workflow action.

To complete the tasks with role assignments, a user must be a Project administrator or must have permission for these activities.

Create a role

The option to create a role with needed permissions is available under Roles in project settings (Project menu > Administration > Roles).

roles_01.PNG

Apptimized shows the following screen when successful:

roles_02.PNG

The option to create a new role is available under the Add new role button:

roles_03.PNG

Apptimized shows the following modal window when successful:

roles_04_1.PNG

The new role requires its name,  project and workflow permissions. All required fields are marked with an asterisk *.

roles_04.png

Table 1. Role attributes

Attribute Description 
Project permissions
Dashboards This attribute provides access to the project dashboard.
Roles This attribute provides access to perform role management activities for the project.
Groups and users This attribute provides access to perform management activities with groups and users for the project.
SCCM

This attribute provides access to perform SCCM activities within the project.

The option becomes active when SCCM is enabled for the project.

Intune

This attribute provides access to perform Intune activities within the project.

The option becomes active when Intune is enabled for the project.

Workflow permissions
Import This attribute provides access to perform activities on the Import step of the project's workflow.
Discovery Self Service This attribute provides access to perform activities on the Discovery - Self Service step of the project's workflow.
Discovery Factory Service This attribute provides access to perform activities on the Discovery - Factory Service step of the project's workflow.
Packaging Self Service This attribute provides access to perform activities on the Packaging - Self Service step of the project's workflow.
Packaging Factory Service This attribute provides access to perform activities on the Packaging Factory Service step of the project's workflow.
Testing Self Service This attribute provides access to perform activities on the Testing - Self Service step of the project's workflow.
Testing Factory Service This attribute provides access to perform activities on the Testing - Factory Service step of the project's workflow.

Apptimized shows the following notification and screen when successful:

roles_05.PNG

Manage a role

Users can be added to the role via the Update users or Update groups buttons.

sccm_22_1.png

sccm_22_2.png

A new group or user can be selected on the next screens, and click on Save persists all changes.

sccm_23.png

sccm_24.png

A current role can be changed with the Edit button and by following the same set of operations as for adding a new role.

sccm_22_3.png

roles_06.PNG

The role can be removed by clicking on the Delete button and after providing a confirmation.

sccm_22_4.png

sccm_26.png