Securing Category in Service/Workflow Catalog (disable inheritance, add permissions)

Last Updated: 02/01/2016 Introduced in Verision: 2.0

When adding a flow or report to the Service Catalog to run as a service, user permissions to access that entity can be based on the permissions set in the entity’s folder.

Access to the services in a Service Catalog category can also be restricted to individual users and groups by securing all services in the category.

For example, a user registers a flow in the Service Catalog. The folder permissions for the flow’s folder allow only the administrator to use the flow, so the flow will not display for any other user in the Service Catalog.

To secure the services in a Service Catalog category, select the category and in its Actions menu, select Manage > Manage Permissions.

Note: Service Catalog was renamed in Decisions 3.5 to Workflow Catalog.

Example

In the example, we will:

  1. Log in as an administrator and register an “HR Background Check” flow in the service catalog.
  2. Log in as nancy@mycompany.com who does not have access to the flow.
  3. Log in as the administrator and update permissions for the Service Catalog category so that nancy@mycompany.com can access the flow.
  4. Log in as nancy@mycompany.com and access the flow.

Logged in as an administrator, begin in the folder Service Catalog > General. From the Actions menu in the upper right, select Create Flow Service Catalog Item.

Create flow service catalog item

 

In the resulting pop-up, enter “HR Background Check” in the Name field, and select the flow in the Select Flow drop-down list.

Click OK to save.

pick a flow

 

 

Log out as an administrator, and log in as a non-administrator user, for example, nancy@mycompany.com.

 

 login

Navigate to the folder Service Catalog. The flow HR Background Check does not display.

logged as nancy

 

Log out of the portal, and log back in as the administrator.

 

 admin logged

Navigate to the Service Catalog category, and select Manage > Manage Permissions from the Actions menu in the upper right, or from the actions menu on the folder.  

 manage permissions
 

In the Manage Folder Permission popup, in the Accounts Information section, click the Add button.

In the Edit Object popup, click the Account selector.

In the Select Account popup, select the account and click OK.

assign permissions

 

In the Edit Objects popup, in the Permissions section, select the  indicating the permissions the user should have and click OK.

Click in the Manage Folder Permissions pop-up, we also click OK.

Log out as the administrator, and log in as nancy@mycompany.com.

Navigate to the Service Catalog folder, and the HR Background Check flow displays.

nancy c the flow

 

Additional Resources