Process types

Templates definition of process types

User management

Description

The User Management Process type is used to define business processes to create and update identities and their attributes.

You can use the default template included on Soffid BPM Editor and customize it with your business needs. Also, you can import a .pardef file with the process definition.

That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process. 

We will use two concepts to explain that process, identity, and end-user. Identity will be the identity or user that will be created, updated, or deleted in Soffid Console. The end-user will be the Soffid user who requests processes using the self-service portal.

Process editor

Process steps

To view the detail of each available step, you can visit the User management steps chapter.

Attributes

You could add new custom attributes in the Attributes tab. The defined attributes will be used in the Steps tab to be mapped with the Soffid data.

There are customized templates depending on the Process Type selected, for the User management type there are three attributes defined:

You can customize attributes to adapt the workflow to your business process. You can add new attributes, and update or delete the default attributes. For each new attribute, you need to indicate, at least, the code, the label, and the data type.

Actions

Process actions

Save

Allows you to save all changes included in the workflow. That workflow can be a new or an updated workflow.

Save and Publish

Allows you to save the changes performed in the workflow setup and also publish the workflow to be used in Soffid. After this action, the last version of the workflow will be available for the end-user (with the proper permissions) in the Soffid Console and Self-service portal.

Cancel

Allows you to quit the process editor without saving changes. Soffid will ask you for confirmation to exit without saving updates

Attribute actions

Add attribute

Allows you to add a new attribute. When you click the button "Add attribute" Soffid will show the fields to fill in for the new attribute. It is mandatory to fill in the code to save the process.

The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete attribute

Allows you to delete a defined attribute. To delete an attribute you need to click the button with the subtraction symbol (-)  located next to the label field. The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Add value

Allows you to add a new value to the attribute. To add a new value you need to click the button with the add symbol (+) located at the end of the "Values" label.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete value

Allows you to delete a value to the attribute. To delete an attribute you need to click the subtraction symbol (-) located close to the value you want to delete.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.


Permissions management

Description

The Permissions Management Process type is used to define processes used to create, update and remove permissions and account to identities.

You can use the default template included on Soffid BPM Editor and customize it with your business needs. Also, you can import a .pardef file with the process definition.

That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process. 

We will use two concepts to explain that process, identity, and end-user. Identity will be the identity or user that will be created, updated, or deleted in Soffid Console. The end-user will be the Soffid user who requests processes using the self-service portal.

Process editor

Process steps

To view the detail of each available step, you can visit the Permissions management steps chapter.

Attributes

You could add new custom attributes in the Attributes tab. The defined attributes will be used in the Steps tab to be mapped with the Soffid data.

There are customized templates depending on the Process Type selected, for the Process management type there is one attribute defined:

You can customize attributes to adapt the workflow to your business process. You can add new attributes, and update or delete the default attributes. For each new attribute, you need to indicate, at least, the code, the label, and the data type.

Actions

Process actions

Save

Allows you to save all changes included in the workflow. That workflow can be a new or an updated workflow.

Save and Publish

Allows you to save the changes performed in the workflow setup and also publish the workflow to be used in Soffid. After this action, the last version of the workflow will be available for the end-user (with the proper permissions) in the Soffid Console and Self-service portal.

Cancel

Allows you to quit the process editor without saving changes. Soffid will ask you for confirmation to exit without saving updates

Attribute actions

Add attribute

Allows you to add a new attribute. When you click the button "Add attribute" Soffid will show the fields to fill in for the new attribute. It is mandatory to fill in the code to save the process.

The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete attribute

Allows you to delete a defined attribute. To delete an attribute you need to click the button with the subtraction symbol (-)  located next to the label field. The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Add value

Allows you to add a new value to the attribute. To add a new value you need to click the button with the add symbol (+) located at the end of the "Values" label.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete value

Allows you to delete a value to the attribute. To delete an attribute you need to click the subtraction symbol (-) located close to the value you want to delete.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.


Account reservation

Description

The Account Reservation Process type is used to configure the use of privileges accounts. That type of process will be launched when the end-users want to connect to a system using a privileged account through the password vault.

Soffid allows you to configure XACML policies management, here you will be able to configure when the account reservation workflows should be launched.

For more information about XACML you can visit the XACML Book.

You can use the default template included on Soffid BPM Editor and customize it with your business needs. Also, you can import a .pardef file with the process definition.

That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process. 

We will use two concepts to explain that process, identity, and end-user. Identity will be the identity or user that will be created, updated, or deleted in Soffid Console. The end-user will be the Soffid user who requests processes using the self-service portal.

Process editor

Process steps

To view the detail of each available step, you can visit the Account reservation steps chapter.

Attributes

You could add new custom attributes in the Attributes tab. The defined attributes will be used in the Steps tab to be mapped with the Soffid data.

There are customized templates depending on the Process Type selected, for the Process management type there are one attribute defined:

You can customize attributes to adapt the workflow to your business process. 

Actions

Process actions

Save

Allows you to save all changes included in the workflow. That workflow can be a new or an updated workflow.

Save and Publish

Allows you to save the changes performed in the workflow setup and also publish the workflow to be used in Soffid. After this action, the last version of the workflow will be available for the end-user (with the proper permissions) in the Soffid Console and Self-service portal.

Cancel

Allows you to quit the process editor without saving changes. Soffid will ask you for confirmation to exit without saving updates

Attribute actions

Add attribute

Allows you to add a new attribute. When you click the button "Add attribute" Soffid will show the fields to fill in for the new attribute. It is mandatory to fill in the code to save the process.

The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete attribute

Allows you to delete a defined attribute. To delete an attribute you need to click the button with the subtraction symbol (-)  located next to the label field. The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Add value

Allows you to add a new value to the attribute. To add a new value you need to click the button with the add symbol (+) located at the end of the "Values" label.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete value

Allows you to delete a value to the attribute. To delete an attribute you need to click the subtraction symbol (-) located close to the value you want to delete.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.



Permission request

Description

The Permission Request Process type is used to define business processes to request permissions.

That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process. 

You could add new steps, delete steps, and custom steps to define your process workflow.

We will use two concepts to explain that process, identity, and end-user. Identity will be the identity or user that will be created, updated, or deleted in Soffid Console. The end-user will be the Soffid user who requests processes using the self-service portal.

Process editor

Process steps

To view the detail of each available step, you can visit the Permissions request steps chapter.

Attributes

There are no attributes

Actions

Process actions

Save

Allows you to save all changes included in the workflow. That workflow can be a new or an updated workflow.

Save and Publish

Allows you to save the changes performed in the workflow setup and also publish the workflow to be used in Soffid. After this action, the last version of the workflow will be available for the end-user (with the proper permissions) in the Soffid Console and Self-service portal.

Cancel

Allows you to quit the process editor without saving changes. Soffid will ask you for confirmation to exit without saving updates

Attribute actions

Add attribute

Allows you to add a new attribute. When you click the button "Add attribute" Soffid will show the fields to fill in for the new attribute. It is mandatory to fill in the code to save the process.

The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete attribute

Allows you to delete a defined attribute. To delete an attribute you need to click the button with the subtraction symbol (-)  located next to the label field. The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Add value

Allows you to add a new value to the attribute. To add a new value you need to click the button with the add symbol (+) located at the end of the "Values" label.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete value

Allows you to delete a value to the attribute. To delete an attribute you need to click the subtraction symbol (-) located close to the value you want to delete.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.


Delegation Roles

Description

The Delegation Roles Process type is used to allow the users to delegate temporary their own permissions. 

That process is defined by default with 3 steps, but you can add new, delete and update steps to customize your business process. 

You could add new steps, delete steps, and custom steps to define your process workflow.

We will use two concepts to explain that process, identity, and end-user. Identity will be the identity or user that will be created, updated, or deleted in Soffid Console. The end-user will be the Soffid user who requests processes using the self-service portal.

Process editor

Process steps

To view the detail of each available step, you can visit the Delegation roles steps chapter.

Attributes

You could add new custom attributes in the Attributes tab. The defined attributes will be used in the Steps tab to be mapped with the Soffid data.

There are customized templates depending on the Process Type selected, for the Process management type there is one attribute defined:

You can customize attributes to adapt the workflow to your business process. 

Actions

Process actions

Save

Allows you to save all changes included in the workflow. That workflow can be a new or an updated workflow.

Save and Publish

Allows you to save the changes performed in the workflow setup and also publish the workflow to be used in Soffid. After this action, the last version of the workflow will be available for the end-user (with the proper permissions) in the Soffid Console and Self-service portal.

Cancel

Allows you to quit the process editor without saving changes. Soffid will ask you for confirmation to exit without saving updates

Attribute actions

Add attribute

Allows you to add a new attribute. When you click the button "Add attribute" Soffid will show the fields to fill in for the new attribute. It is mandatory to fill in the code to save the process.

The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete attribute

Allows you to delete a defined attribute. To delete an attribute you need to click the button with the subtraction symbol (-)  located next to the label field. The attribute updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Add value

Allows you to add a new value to the attribute. To add a new value you need to click the button with the add symbol (+) located at the end of the "Values" label.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.

Delete value

Allows you to delete a value to the attribute. To delete an attribute you need to click the subtraction symbol (-) located close to the value you want to delete.

The values updates will save when you click the button "Save" or "Save and Publish". If you cancel, the updates will not save.