Jetfire Administration: Security Using Roles

Modified on 2009/07/28 22:26 by Charles Categorized as Jetfire Administration
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===Jetfire Administration: Security Using Roles===

Roles and Workspaces are used to secure data for the Registration solution.

====Securing Workflows====

Let's walk through an example of how Workflows are secured.  The example secures data for the XYZ Workflow.  

Workflow Name: 'XYZ'

To secure the workflow data, follow these steps:
# Create a unique Workspace for every Club.  The Workspace name is 'XYZ'.
# Create a unique Role.  The Role name is 'XYZ'.
# Add the 'XYZ' Role to the 'XYZ' Workspace.
# Create a User, who will be the Workspace Administrator.  e.g. this may be 'Sally' or 'Sally@XYZ.com'.
# Add the 'XYZ' Role to the new User. 
# The new User logs in.
# Add Workflow data. 

====Securing Workflows: Administrative Steps====

Let's repeat the example - this time adding in the steps that the Jetfire Administrator must perform.
# Create a unique Workspace using the [New Workspace|Jetfire New Workspace Web Part].
# Create a unique Role using the [Jetfire Create Jetfire Roles Web Part|Jetfire New Role Web Part].
# Add the new Role to the Workspace using [Jetfire Assign Jetfire Roles to Workspace Web Part|Jetfire Assign Jetfire Roles to Workspace Web Part].
# Create a new User using the [Jetfire Create Jetfire User Web Part|Jetfire Create Jetfire User Web Part].
# Add the Role to the new User using the [Jetfire Assign Jetfire Roles Web Part|Jetfire Assign Jetfire Roles Web Part].
# Login using the [Jetfire Login Web Part|Jetfire Login Web Part].
# Add Workflow Data.
## Set the Preferred Workspace to the new Workspace using [Preferred Workspace|Jetfire Preferred Workspace Web Part].
## Create a new Workflow using [Add Class|Jetfire New Workflow Web Part].  The new workflow is added to the new workspace where the logged in user is the only user has access to.
## Review the workflows added using the [Workflow Navigation|Jetfire Workflow Navigation Web Part].

Verify that another user cannot see the data.
# (While the first user is logged in) Create a second User.
# First User Logs off.
# Second User logs in.
# Verify that Second User does not see the Workflows using the [Workflow Navigation|Jetfire Workflow Navigation Web Part].
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