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. Such persons require credentials, such as, name, login, etc., and a set of rights which define what they have access to in the application.

LSPS users are represented by persons with personal details and access rights to the application, which include security and modeled roles. Optionally they can define their substitutes, that is, persons who can act on their behalf (stand-ins) when the substitution is activated for the given person.

Person List

Listing Persons in the Management Perspective

List of available Persons is displayed in the Persons view. By double-clicking a person entry in the Persons view, you can display the person detail view with the person's data and settings.

Persons view

Exporting Persons List

To export the person data into an csv file, do the following:

1. Open the Persons view.
2. Filter the data so that only the entries you want to export are displayed.
3. Click the Export Displayed Content to CSV button .

Listing Persons in Management Console

You can view and manage all the details on the Persons page.

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.

Person Creating

Creating a Person in the Management Perspective

To create a new person, do the following:

1. Open the Persons view.
2. Click the Add button in the view menu.
3. Enter the data in the displayed person detail.
4. Click the Save button .

Person detail view

Creating a Person in Management Console

To create a new person, 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.

Person Editing

Editing a Person in the Management Perspective

To edit a person's details in the Management perspective, do the following:

1. Open the Persons view: go to Window > Show View > Persons.
2. Double-click the login of the person.
3. In the view with person detail, edit the user information.
4. Define substitution settings.
5. Manage the roles of the person.
6. Click the Save in the view toolbar.

Editing a Person in Management Console

To edit a person's details in Management Console, do the following:

1. Open the Persons page.
2. Click the login of the person.
3. In person detail, click Edit in the upper-right corner.
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.

Change Person's Password from the Command Line

updatePerson updates person's password

The server must be restarted to apply any password changes.

Long Option	Short Option	Description
--host*	-h	host URL
--username*	-u	user name
--password*	-p	password
--new-password*	-np	new password

^{* required parameters}

java -jar lsps-cli-<VERSION>-full.jar updatePerson -h http://localhost:8080 -u admin -p admin -np admin2

Person Disabling

Once a person is created, it is not possible to remove them. Instead of removing a person from the system, you can disable them: A person that was disabled, cannot access the LSPS Server.

When persons are disabled, the following applies:

• Any assigned security and modeled roles, and substitutes, if defined, are permanently removed.
• Any locked to-dos are unlocked and released, and assigned to another person with the respective roles. Note that if no such person is available, the to-do becomes orphaned.

A disabled person can be recovered (enabled). However, none of the removed data is retrieved.

Note: The admin and processAgent cannot be disabled.

Disabling and Enabling Persons in the Management Perspective

Information about person state is shown in the respective person detail view under the User Information area. In the Persons view, disabled persons are shown highlighted in red.

To enable or disable a person, do the following:

1. Open the Persons view.
2. Select the person.
3. In the view toolbar, click Disable ( ) or Enable ( ).

Persons view with the guest person disabled

Disabling and Enabling Persons in Management Console

To enable or disable a person, do the following:

1. Open the Persons page.
2. Click the id of the person.
3. Click the Edit button in the upper-right corner.
4. Select or unselect the Enabled option.

Note: The admin and processAgent cannot be disabled.

Person Substitution

Important: The built-in substitute mechanism is provided as a base for custom substitution mechanism.

The substitution mechanism serves to define stand-ins for persons: when activated any unlocked to-dos assigned to the user are assigned also to all their substitutes. The to-dos are displayed in the to-do lists of both the users and their substitutes.

Note: If a substitute lacks a modeled role required by the to-do, they cannot see the content of a to-do.

When substitution is deactivated, all to-dos listed in the substitute’s to-do list which were originally allocated to the substituted person and are not locked by the substitute are removed from the to-do list of the substitute and only displayed in the to-do list of the person.

Substitution is transitive: If a substitute has activated their substitution, the substitution also applies the to-dos assigned as a result of the previous substitution activation.

When substitution is deactivated, any unlocked to-dos listed in the substitute’s to-do list are removed; locked to-dos remain in the to-do list.

Defining Substitutes in the Management Perspective

To define a person's substitutes, open the Person Detail view and in the Substitution section, click Manage Substitutes. In the pop-up define the substitutes.

Check if the Substitution is activated for the person.

Activating and Deactivating Substitution in the Management Perspective

The Substitution feature can be applied from the front-end application as well as from PDS. To activate or deactivate substitution on a person from PDS, open the Person Detail view and select or unselect the Substitution active option.

Defining Substitutes in Management Console

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. You can use wildcards to display persons: To display all persons, type *.
7. Select a substitute in the text box and click Add.
8. Activate substitution if required: select Substitution active.
9. Click OK.

Activating and Deactivating Substitution in Management Console

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. Select or unselect Substitution active.
3. When enabling substitution, define the substitutes in the token field below.
4. Click Submit .