GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

メンバーと役割オプションでは、新しいユーザーを招待したり、ユーザーとその役割を管理したりして、プロジェクトに貢献できます。例として、プロセスアプリを作成することを検討しましょう。プロセスアプリの作成にはいくつかのタスクがあり、共同開発者にはそれらのタスクに取り組んでもらいたいと考えています。このシナリオでは、この機能を使用して共同開発者を招待し、タスクに取り組むことができます。

新しいユーザーを招待 

新しいユーザーを招待するには、以下の手順に従います。

  1. 上部の設定タブをクリックします。
  2. デフォルトでは、一般設定ページが表示されます。
  3. 左側のペインで、メンバーと役割をクリック。
  4. 「メンバーと役割」ページで、新しいユーザーを招待をクリック。
  5. 「新しいユーザーを招待」ウィンドウで、以下の詳細を入力します。
    1. メールID – 招待したいユーザーのメールアドレスを入力します。
    2. グループ – ドロップダウンリストからグループを選択します。
    3. 役割 – ドロップダウンリストから新しいユーザーの役割を割り当てます。
  6. 招待をクリック。

ユーザーと役割を管理

ユーザーとその役割を管理するには、以下の手順に従います。

  1. 「メンバーと役割」ページで、ユーザーのリストを確認できます。
  2. ユーザーをクリックすると、ユーザーの役割とアクセス許可が表示されます。
  3. ユーザーをポイントして、省略記号アイコン>オーナーを変更をクリックします。
  4. 対応するウィンドウで、以下の詳細を更新します。
    1. メンバー– ドロップダウンリストからユーザーを選択します。
    2. 役割– ドロップダウンリストから、現在のユーザーの役割を選択します。
  5. 変更をクリックします。

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

구성원 및 역할 옵션을 사용하면 새 사용자를 초대하고 사용자와 역할을 관리하여 프로젝트에 기여할 수 있도록 할 수 있습니다. 예를 들어, 프로세스 앱을 생성하는 경우를 고려해 보겠습니다. 프로세스 앱 생성과 관련된 몇 가지 작업이 있으며 공동 개발자가 이러한 작업을 수행하도록 해야 합니다. 이 시나리오에서, 이 기능을 사용하고 공동 개발자를 초대하여 작업을 수행하도록 할 수 있습니다.

새 사용자 초대 

새 사용자를 초대하려면, 다음 단계를 따르세요:

  1. 상단의 설정 탭을 클릭합니다.
  2. 기본적으로, 일반 설정 페이지가 표시됩니다.
  3. 왼쪽 창에서, 구성원 및 역할을 클릭합니다.
  4. 구성원 및 역할 페이지에서, 새 사용자 초대를 클릭합니다.
  5. 새 사용자 초대 창에서, 다음 세부 정보를 입력합니다:
    1. 이메일 ID – 초대하려는 사용자의 이메일 주소를 입력합니다.
    2. 그룹 – 드롭다운 목록에서 그룹을 선택합니다.
    3. 역할 – 드롭다운 목록에서 새 사용자를 위한 역할을 할당합니다.
  6. 초대를 클릭합니다.

사용자 및 역할 관리

사용자와 역할을 관리하려면, 다음 단계를 따르세요:

  1. 구성원 및 역할 페이지에서, 사용자 목록을 확인할 수 있습니다.
  2. 사용자 역할과 권한을 확인하려면 사용자를 클릭합니다.
  3. 사용자 위로 마우스를 올리고 세로 줄임표 아이콘 >소유자 변경을 클릭합니다.
  4. 해당 창에서, 다음 세부 정보를 업데이트합니다:
    1. 구성원 – 드롭다운 목록에서 사용자를 선택합니다.
    2. 역할 – 드롭다운 목록에서 현재 사용자를 위한 역할을 선택합니다.
  5. 변경을 클릭합니다.

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

The Members and Roles option allows you to invite new users, manage users and their roles so that they can contribute to your project. For example, let us consider you are creating a Process App. There are a few tasks involved in the creation of a Process App and you want your co-developers to work on those tasks. In this scenario, you can use this feature to invite your co-developers to work on tasks.

Invite New User 

To invite a new user, follow the below steps:

  1. Click the Settings tab on the top.
  2. By default, the General Settings page is displayed.
  3. On the left pane, click Members and Roles.
  4. On the Members and Roles page, click Invite New User.
  5. On the Invite New User window, enter the following details:
    1. Email ID – Enter the email address of the user you want to invite.
    2. Group – Select the group from the drop-down list.
    3. Role – Assign a role for the new user from the drop-down list.
  6. Click Invite.

Manage Users and Roles

To manage users and their roles, follow the below steps:

  1. On the Members and Roles page, you can find the list of users.
  2. Click on the user to view their roles and permission.
  3. Hover over the user and click the vertical ellipsis icon > Change Owner.
  4. On the corresponding window, update the following details:
    1. Member – Select a user from the drop-down list.
    2. Role – Select a role for the current user from the drop-down list.
  5. Click Change.