Users

Once the BAP has completed setup, the Portal admins can then start adding organizations (detailed in the organizations section of this document) and users to the organizations, specifying their role in the organization.

User Roles

There are only 3 types of users in the BAP:

1. Portal Admin (sometimes referred to as Tenant Admin): Controls every aspect of the portal from what it looks like, to what organization can see and do, to which users belong to which organization and in what capacity. NOTE: The Portal Admin role is independent of any organization.

2. Organization Admin: When a user is given the role of Admin for an organization it means they are able to manage the users for that organization (alongside all of the regular things that a user of the organization can do).

3. Organization User: A user of an organization is able to create processes from a template available to that organization, and see processes made available to the organization.

IMPORTANT: Each user can be a part of multiple organizations, but can only have ONE role in each organization.

Common User actions

When a user logs in, the menu should allow them to switch between organizations.

All authenticated users will get the 2 highlighted menus, and see only templates (integration catalog) and processes (My integrations) associated with the organization they are currently switched to.

Tenant Admin

If the user switched to an organization where they had the role of “Admin“ they would have an additional tab - Settings, which would allow them to manage ONLY users in that organization.

Aside from the Portal Admins, the Tenant Admin is the ONLY role that is able to configure tags (both template and process) visible by each organization.

Portal Admin

The “Portal Admin“ is a super admin role who is able to do everything in the settings menu, in addition to everything else (but they would still need to switch organizations to handle matters for that organization).

Portal admins can only be created from the users settings page (by an existing portal admin), where you can edit a specific user and make them a portal admin.