Chapter 13. Creating users
You can create as many Business Central users as you require. User privileges and settings are controlled by the roles assigned to a user and the groups that a user belongs to. For this example, you must create two new users: Katy
who will act as the bank’s loan manager and approver, and Bill
who will act as the broker requesting the loan. For more information on creating users, see the Creating users chapter of Installing and configuring Red Hat Process Automation Manager on Red Hat JBoss EAP 7.4.
In Business Central, you can use groups and roles to control permissions for a collection of users. You can create as many groups and roles as you want but a group must have at least one user.
For this example, the user or users working on the tasks must be assigned to one or more of the following groups and roles:
- approver group: For the Qualify task
- broker group: For the Correct Data and Increase Down Payment tasks
- manager role: For the Final Approval task
Procedure
- Click the gear icon in the upper-right corner and click Users.
-
Click
, enter
Katy
, click Next, and click Create. -
Click Yes to set a password, enter
Katy
in both fields, and click Change. -
Enter
Bill
, click Next, and click Create. -
Click Yes to set a password, enter
Bill
in both fields, and click Change. -
Click the Groups tab and click
, enter
approver
, and click Next. -
Select
Katy
from the user list, and click Add selected users. -
Enter
broker
, and click Next. -
Select
Bill
from the user list, and click Add selected users. -
Click the Users tab, select
Katy
, and click EditRoles Add roles. -
Select
manager
, click Add to selected roles, and click Save. -
Click the Groups tab and click Edit
Groups Add to groups. -
Select
approver
andkie-server
, and click Add to selected groups. - Click Save.
-
Click the Users tab, select
Bill
from the user list, and click EditRoles Add roles. -
Select
user
, and click Add to selected roles. -
Click the Groups tab, click
, select
kie-server
, and click Add to selected groups. - Click Save.