Person Management

Persons represent users that interact with the system, such as, administrator, or participate in to-do execution, hence have access to the Application User Interface. As such they define credentials, such as, name, login, etc., and have a set of rights assigned.

You can view and manage all the details in the Person Detail View.

Filtering Persons

The Persons page is displayed.

To apply a filter, do the following:

1. In the filtering row of the table, define the filtering criteria.

   Filtering is case-sensitive and supports wildcards (*, ?); for example, filtering Task? * returns results containing the word Task followed by any character, a space, and any subsequent characters.

2. Press Enter.

Creating Persons

To add a new person to the LSPS server, do the following:

1. Open the Persons view.
2. Click the Add button in the view toolbar.
3. In the new view, define user details.
4. Optionally, define substitution settings: select Substitution active and select the substitutes.

5. Select the modeled roles you wish to assign the person.

   Assign a person at least one security role.

6. Click Submit in the view toolbar.

Editing Persons

To edit an existing person, do the following:

1. Open the Persons view.
2. Click the login of the person you wish to edit.
3. In person detail, click Edit .
4. Edit the displayed user information.
5. Optionally, define substitution settings.
6. Select the roles to be assigned to the person.
7. Click Submit in the view toolbar.

Disabling and Enabling Persons

When persons are disabled, they are denied access to the LSPS runtime environment, hence they cannot access the front-end clients.

The disabling mechanism is used when you want to remove a person: once persons are created, they cannot be deleted from the system.

When persons are disabled, the following applies:

• Any assigned security and modeled roles, and substitutes are permanently removed and are not renewed on enabling.
• Any locked to-dos are unlocked and released (to-dos are distributed to persons with the required rights, or become orphaned).

Activating Substitution

You have defined substitutes for the particular person.

To activate or deactivate substitution, do the following:

1. Open the respective person detail (Persons USER_ID)
2. Make sure you have defined your substitutes.
3. Select or unselect Substitution active.
4. Click Submit.

Note: The admin and processAgent users cannot be disabled.

A disabled person can be enabled. However, the removed data, for example, their roles, are not restored.

Information about person status is shown in the respective person detail (Enabled).

To enable or disable a person, do the following:

1. Open the Persons view.
2. Select the check box of the persons you want to disable or enable.
3. Click Disable Selected Persons or Enable Selected Persons .

Admin is a read-only person and cannot be disabled.

Defining Substitutes

To define substitutes of a person, do the following:

1. Click Persons in the navigation bar.
2. In the persons table, click the person‘s login.
3. On the person detail page, click the Edit button.

4. Select the Modeled roles to assign a button.

   Editable person detail appears.

5. Select Substitution active.

6. On the Select Substitutes for Person page, type the search criteria into the search field and click Search.

   Wildcard usage is supported (to display all possible substitutes, type *).

7. Select a substitute in the text box and click Add.
8. Activate substitution if required: select Substitution active.
9. Click OK.