Secure Categories

You can secure the categories to access and then you can select the required categories to include or exclude from the Process Designer window.

Example: The following example illustrates how to exclude the BPMN Elements, Wizards, and Other Actions categories for a Contributor user.

To achieve the same, perform the following steps:

1. Login as a user who belongs to the Contributor security group.

2. From the Enterprise Console menu, select Workflows.

3. To open the Process Designer window, select any workflow and click Design on the ribbon bar or right-click and select Design Workflow from the context menu.

4. Before the security changes are made, the Contributor user can access all categories.

5. As per the example, this user should not have access to BPMN Elements, Wizards, and Other Actions categories. To apply security for the categories in the Process Designer window, login to the application as an Administrator user.

6. Click Repository Settings > Advanced Settings > Manage Security Groups.

7. Select the Contributor security group and click Edit, or right-click Contributor and select Edit from the context menu.

8. Click Set Process Designer Rights to set action rights. The Set Process Designer Rights dialog box appears. 
    

9. Unselect the Check for Inclusion checkbox.

10. Select BPMN Elements, Wizards, and Other Actions.

11. Click Save.

12. Click Save to save the Security Group definition and synchronize it, if required.

13. To see the effect of security provided to the categories for the Contributor user, login as a user who belongs to the Contributor security group.

14. Open the Process Designer window.

15. Click the Activities drop-down menu. Now the Contributor user is not able see the BPMN Elements, Wizard and Other Action categories.

16. After security is applied, the Contributor user is able to view categories other than the selected categories.