Workplace logon requirements

This topic describes guest accounts for P8 Workplace applications and requirements for accessing advanced and administrative features.

Guests

A guest account allows users, without a user name and password, to access objects in an object store. A guest does not see task or administrative applications, and can access only those objects that have the security permissions set to allow guest access. To set up a guest account, set the Site Preference Allow Guests.

Requirements for accessing advanced and administrative features

To use any Workplace feature or tool, a user must have access rights to the object store where the site preferences file resides. In addition, default access roles control access to administrative functions and to specific workflow-related tools. Before users can access the associated tools, you must add users to the access roles using the Access roles site preference. For a complete list of access roles and groups, see Users and groups required by FileNet P8 Platform.

The following table lists each Workplace tool and its associated access role or group.

Tool Access role membership requirements
Tasks None

Browse

None

Search

None

Author > General Tools

None

Author > Advanced Tools

  • Add Entry Template
  • Publishing Designer
  • Search Designer

None

Author > Advanced Tools

  • Process Designer

PWDesigner for design and diagram mode
PWDiagram for diagram mode

If the user is not a member of one of these groups, Workplace does not display this application.

Author > Advanced Tools

  • Workflow Subscription

PWDesigner

Author > Advanced Tools

  • Simulation Designer

PSDesigner

If the user is not a member of this group, Workplace does not display this application.

Author > Advanced Tools

  • Simulation Console

PSConsole

If the user is not a member of this group, Workplace does not display this application.

Admin Tools

Application Engine Administrators
PWAdministrator
PWConfiguration

If the user is not a member of one of these groups, Workplace does not display this option.

Admin Tools

  • Site Preferences

Application Engine Administrators

Admin Tools

  • Process Administrator

PWAdministrator

Admin Tools

  • Process Configuration Console

PWConfiguration



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