2. Creating User Access and Roles

A Jiffy admin, or a user with an admin credential, can create new users and assign him/her with an appropriate role/permission to work on Jiffy. Here you can manage the users with the permissions to perform functions like: 1. Access and manage projects, releases and environments 2. Access and manage Jiffy’s central repository (WebServices, XML, environments)

This is video shows the overview of the Admin module and how it is used by the admin to add configurations, machines, etc.

Step 1: To create new Roles • Log in to JiffyRPA. Head to Settings and click on Roles:

The Settings: Manage Roles page will pop-up as shown below:

Click on + Add Role icon, which will open a new Create new Role window:

Here we need to provide the Role name along with a description, with an option to select an entity. The entity will be of three types: • Project • Repository • Release

The below section shows the entities along with the permissions available:

Once you select an Entity type, you will be provided with an option to provide appropriate options, which is as shown below:

Once you click the Save button, the new roles will be added to the existing list, as shown below:

To understand more about the various existing roles and their options, you can take a tour of our Role Helps Center. To access this Help functionality, click on the below Help icon as shown below:

On a successful creation of a Project (Release & Environment) and creation of Roles, the next logical step is to map these Users with the project that we created. To achieve this, we need to create a role-based access to different users (Bot Engineers, Operational Users, Business Users, Managers…). Step 1: To create a User: • Go to Settings and click on Users on the left-hand side section, as shown below:

• You will see a list of users as shown below:

• Click on + Add User icon, which will open a new Add User window as shown below:

Provide the appropriate User name, E-mail address, Passwords, first name, last name, time zone (please note that this time zone is crucial during a schedule run of your task) and an optional choice to provide the user with an Admin access, if required. Upon completion, click on the Save button. You will now see our new user (Adam Smith) added to the user list as shown below:

• You can now configure the newly added user with the User Roles created, by clicking on the user name, which opens up a new window as shown below:

Select User Roles tab to configure the roles for the user, as can be seen below:

Click on + Assign Role icon to map the appropriate role to this user. This opens a new Add Role to User window, as can be seen below. Here you have an option of selecting various roles defined within Jiffy in the Role dropdown box. Based on the Role you select, appropriate entries need to be opted in the Entities dropdown box:

In our case, we will select the Project & the Release that we created, as shown below. Click on the Save icon:

You will now be able to see the new role mapped to the new user:

Once you are done with the mapping of the user role, move to the User Configuration tab, as shown below:

Here you need to provide all the environment related details for this particular user. To understand more on this configuration, please refer to the sub-section 5: Configurations of Setting up the Automation Environment. All your application related configurations of this user will be saved. When you execute your Tasks, this User has the option of using this configurations as against the Environment configurations.

In case, you will require more information on the user management, you can take help of Jiffy’s Help icon, which is available on the User list as highlighted below:

Once you click on the Help icon, you should be able to see the Help section popping up as below:

You can now go through these sections to understand more on the Users management.