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Chapter 11. 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 7.3.

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

  1. Click the gear icon gear icon in the upper-right corner, and click Users.
  2. Click new user , enter Katy, click Next, and click Create.
  3. Click Yes to set a password and enter Katy in both fields, and click Change.
  4. Enter Bill, click Next, and click Create.
  5. Click Yes to set a password and enter Bill in both fields, and click Change.
  6. Click the Groups tab and click new group , enter approver, and click Next.
  7. Select Katy from the user list, and click Add selected users.
  8. Enter broker, and click Next.
  9. Select Bill from the user list, and click Add selected users.
  10. Click the Users tab, select Katy, and click Edit Roles Add roles.
  11. Select manager, click Add to selected roles, and click Save.
  12. Click the Groups tab, and click Edit Groups Add to groups.
  13. Select approver and kie-server, and click Add to selected groups.
  14. Click Save.
  15. Click the Users tab, select Bill from the user list, click Edit Roles Add roles.
  16. Select user, and click Add to selected roles.
  17. Click the Groups tab, click new group , select kie-server, and click Add to selected groups.
  18. Click Save.
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