User management on Bonita Console

The Nova Bonita console has three main functions available to the users: Users Worklist, BPM Management and User Administration. The Users Worklist allows users to create new instances of deployed processes, execute tasks in their TODO list and review the history of completed tasks. The BPM Management function allows users to manage business processes (deploy, undeploy, start, remove, etc.) process instances and activities. User Management allows the creation and management of users and their assignment to groups.

Access to these functions can be manged from the Console itself using the User Management function built-in as part of the eXo Platform. The steps below describe the processes necessary to create a new Console user and grant it the necessary access rights for each one of the functions. You will be able to find further details and screenshots in the Bonita's Cookbook document, section 8.9

Creating new users

1. Login as an user with user administration rights. By default only the root user has user management capabilities.
2. Select the Page Navigations button from the Doc Bar at the bottom of the page.
3. Select the Administration page from the list of pages shown.
4. Select the New Account button from the Doc Bar.
5. Complete all the required fields in the Account Setting tab of the portlet shown and optionally the fields from the User Profile tab.
6. Click on the Save button. The console will show a pop-up button with the result of the operation. If the user name was not in use before, the account will be added and the console will report that “You have registered a new account successfully!”
7. Click on the Ok button of the pop up frame.

Providing access to the Users Worklist portlet

1. Select the Page Navigations button from the Doc Bar at the bottom of the page.
2. Select the Administration page from the list of pages shown.
3. Select the Community Management button from the Doc Bar.
4. Select the Group Management Option
5. Navigate to the /Platform/Console/Bonita group
6. In the User Name text field of the Add Member frame, type the name of the user to receive access to the Users Worklist portlet.
7. In the Membership combo-box of the Add Member frame, select user as membership type.
8. Click on the Save button.

Providing access to the BPM Management portlet

Repeat the steps followed to grant access to the Users Worklist portlet, but in step 7 select operator rather than user as membership type.

Providing access to the user management functions

Repeat the steps followed to grant access to the Users Worklist portlet, but in step 5, navigate to the /Platform/Administrators group and in step 7 select manager as membership type.