Associating Users with Roles or Organizations

In the Participant Tree section of the Participant Management view, which you can open from the Administration Perspective launch panel, you can view and edit associations between participants, roles, organizations and departments.

Viewing the Participant Tree

The Participant Management view displays the default tree hierarchy as it is created in the modeling phase. The user who has administrator rights can view the organizational structure.

Participant Tree
Figure: Participant Tree

Note:
With each organization a default department is provided to which the user can also be assigned.

Symbols used for Scoped and Unscoped Organizations

Red color square Participant Tree at the top indicates scoped organization. Whereas blue color square Participant Tree indicates the unscoped organization.

Using Participant Tree Toolbar Options

The Participant Tree toolbar consists of two options:

By default, these options are disabled. The options become enabled when you click them. Clicking on these options again turns them to Hide Models and Remove Highlighting, respectively.

Show Models

Show Models

In case you want to group participants below model node, click on the Show Models icon. The name of the model and top level organizations and roles get displayed. You can expand further to view the complete workflow of the model. In case you want to hide model, click the Hide Models icon again.


Figure: Participant Tree - Show Models

Highlight Users

Highlight User

In case you want to find the users easily in the participant tree, click the Highlight Users icon. Then select the users you want to see in the participant tree. The selected users get displayed in different colors in the participant tree. In case you want to remove the highlighting, click the Remove Highlighting icon. Also note that when you perform the refresh operation on the page, the highlighting is not retained.


Figure: Participant Tree - Highlight Users

Managing Departments

In the participant tree, you can create, modify and delete departments.

You can also create and assign users for the following:

Creating a Department

To create a department:

  1. Right-click on the scoped organization and click Create Department


    Figure: Create Department Menu

  2. Enter Department ID in ID text box. Make sure that the Department ID is unique
  3. Enter Department name in the Name text box


    Figure: Create department dialog box

  4. Click Apply
  5. Click Update icon to see the newly created department. The newly created departments are now displayed in the tree:


    Figure: Participant Tree Node - Created Department

Modifying a Department

To modify a department:

  1. Right-click on the newly created department
  2. Select Modify from the menu


    Figure: Modify Department Menu

  3. Change the name or description


    Figure: Modify department dialog box

  4. Click Apply

Deleting a Department

Note that to delete a department all activities should be completed under that department. If activities are not complete then you cannot delete the department.

To delete a department:

  1. Right-click on the department
  2. Select Delete from the menu


    Figure: Delete department menu

  3. Click Yes in the Confirm Delete Operation dialog box

Creating Users from the Tree Node Menu

You can create users for un-scoped organizations, implicitly scoped organizations, departments, roles and user groups from the context menu. For example, to create a user for an un-scoped organization do the following:

  1. Right-click on the un-scoped organization and click the Create User option. The Create User dialog box gets displayed.


    Figure: Un-scoped Organization - Create User

Associating Users with Roles

You can associate a user with a role, department or organization by dragging and dropping it from the All Users table to the Participant Tree.

You can associate the user with:

To associate a user:

  1. Click the dotted lines displayed adjacent to each user in the Name column of the all users list

    user drag
    Figure: Drag User

  2. Drag the mouse on the organization or the role with which you want to associate the user as shown in the following screenshot:


    Figure: Drop User

    The tree node gets expanded after the successful association. The following screenshot displays the user associated with the role:


    Figure: User Association with Role

Removing a User Association

To remove the user association:

  1. Right-click on the user you want to remove from the organization


    Figure: Remove User Association with Role

  2. Select Remove from the menu. The associated user gets removed from the participant tree.

Please refer to section Modifying a User and Invalidating Users in chapter Creating and Editing User Accounts for details on how to modify or invalidate the user associated with the organization.

Cardinality

If cardinality is set for a role during modeling, there is maximum of users who can be assigned to this role. In case you try to assign a user to a role, which cardinality is already reached, the user can't be assigned and the following message is displayed:

Cannot assign more users to participant. Cardinality <cardinality> exceeded.

Please refer to the chapter Modeling the Organizational Structure of the Stardust Online Documentation - Modeling Guide section Cardinality of the chapter Modeling the Organizational Structure for information on how to set the cardinality for roles.

Changing Role Assignments of the logged-in User

In case of any change in the role assignment of the logged-in user, you should logout and login again to apply the new authorizations. A message is displayed on top of the view to inform you of this necessary step.

Authorization changes alert
Figure: Authorization changes alert

Note that once you closed this message, if you reopen the view and make further changes to the role assignment, no further message is displayed. It won't be shown again in the same session until you logout and login again.