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 custom 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. 

• Start
• Approve 
• Apply changes
• End

We will use two concepts to explain that process, identity and end-user. Identity will be the idententity or user that will be created, updated or deleted in Soffid Console. The end-user is referred to a user of Soffid that will request for processes using the self service portal.

Process steps

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

Attributes

On the Attributes tab is allowed creating custom attributes to be used to configure the workflow. 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:

• action: by default, there are 4 operation defined, but you can customize these options, adding, removing and updating these:
  • Add user: allows you to add a new identity to the systems.
  • Enable user: allows you to enable a identity who is disabled.
  • Modifiy user: allows you to modify the attributes for an existing identity.
  • Disable user: allows you to disable a identity who is enabled.
• grants: allows you to select a information systems and assign or revoke permissions.
• userSelector: allows you to select an existing identity. That component will be available when the action selected will be "Enable user", "Modify user" or "Disable user", in other case, that component will not be displayed. That component allows to end-user to search identies writing in an input field o searching with the searching view.

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

• Label: name of the new attribute. That name will be available on the fields tab of the proper steps.
• Date Type: allows you to select the object type of the attribute you are defining.
• Multiple values: if you check it, the attribute will accept multiple values. 

• Size: allows you to determine the length of the field.
• Values: allows you to define specific values for that attribute.

Actions

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

 

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* https://es.wikipedia.org/wiki/Expression_Language