9.0

Edit

Role management

The Role Management dashboard lists all the current roles in the system and provides access to all Role Management Functions.

It is accessed via the Configuration Menu: System Settings > Role Management.

On this page, you can perform the following actions:

  • Create a new role.
  • Edit an existing role.
  • Delete an existing role.

Add and edit role

  1. Click Create Role or click the appropriate link in the Name column to edit. The following screen is displayed:

  2. Enter a unique Name for the role.

  3. Provide role Description.

  4. Tick checkboxes with appropriate Permissions.

  5. Click the Save button.

As a result, the created role appears in the Role Management table and can be granted to WorkFusion users on Configuration > User Management.

Permission description

Permissions/Roles Page Description Relative Path

View Dashboard
  • Dashboard

Dashboards is a page that provides a high level overview of all the different components of the WorkFusion platform.

It consists of different Widgets (Workload Distribution, Task Activity, Account Monitor, etc.) which visualize statistics and events.

By default it is the first screen you see after logging into the WorkFusion platform.

 /dashboard
Manage Dashboard

Managing Dashboard allows the following actions:

  • view Dashboard
  • show/hide Widget in Widget Configuration
 /dashboard
View Tasks
  • Tasks
 This permission allows to view all Tasks created in WorkFusion (Tasks > View All Tasks in main menu). /tasks
Advanced Options

This permission allows to view and modify Task Advanced Options on Run Task tab:

  • Properties
  • Adjudication
  • Qualification
  • Availability
  • Bonus
  • Notifications
  • Automation

This permission also allows to create Qualification Task from Task Actions dropdown.

/task/edit/{UUID}

/task/new
View Reports
  • Tasks
  • Campaigns

This permission allows to view Reports – summary page containing a grid with all Human Task runs, their cost, time, and other statistics.

On the Reports page, user also can:

  • set report filters
  • export report results
  • refresh data
 /campaign/reports
Task Designer
  • Tasks
  • Campaigns
  • Business Processes

Task Designer permission allows to view, edit, and create:

  • Tasks
  • Business Processes

and run them in a Sandbox environment.

/task/...

/business-process/...

/campaign/...

/question/...

/questions
Run Production
  • Tasks
  • Business Processes

This permission allows to run Tasks and BPs on Production environments.

Production operates with real money and does not have the "sandbox" substring in the url.

Users with the Run Production permission can also run Tasks and BPs on Sandbox.
View Results

This permission allows to view Task or BP run results:

  • Summary
  • Workers
  • Results Analytics
  • Data
  • Messages
  • Automation

task/edit/{uuid}? actTab=RESULTS...

business-process/edit/{uuid}?actTab=RESULTS...
Generate Snapshot

This permission allows to:

  • generate Task Snapshot
  • generate BP Snapshot

Snapshot is a file containing intermediate or final run results in CSV format.
Task/BP Actions

This permission allows to:

  • copy, pause, stop, resume, delete Tasks and BPs using the Actions menu
  • set BP Advanced Options

This permission does not include the Create Qualification Task action. See the Advanced Options permission.
View BPs
  • Business Processes

This permission allows to view all Business Processes created in WorkFusion (Business Processes > View All Business Processes in main menu).

 /business-processes
View Campaigns
  • Campaigns

This permission allows to view Campaigns (Tasks and BPs) and perform the following actions:

  • Start, Pause, End, Reprocess submissions
  • view Runs, Restart, Reprocess stuck hits

only Sandbox without "Run in Production" permissions

 /campaigns
Manage Campaigns

This permission allows to manipulate Campaigns:

  • Create
  • Delete
  • Edit
  • includes the View Campaigns permission
 /campaigns
Scheduled Campaign Uploads This permission allows to start Tasks and BPs according to a schedule. /schedules
Manage Templates

This permission allows to create, edit, copy, and delete Templates.

Templates provide a way to reuse objects within WorkFusion. Tasks, BPs, and Rules are based on Templates.

 /templates
Manage Bot Configurations This permission allows to create, edit, copy, and delete Bot Configs (Tasks). /machine-configs
Manage Rules

This permission allows to manage Rules and Rule Templates (Campaigns > Rules, Campaigns > Rule Templates).

With this permission, you can create, edit, delete, and copy Rules and their Templates.

/rules

/rules-templates
Manage Data Stores
  • Campaigns
  • Configuration

This permission allows to create, edit, delete, and export Data Stores, Field Schemes and Automation Training Sets.

Data Stores module is a web interface for managing DB tables in WorkFusion.

You can use Data Stores to keep lookup tables for multivalue Answer options, save BP results, and query Data Stores from Bot Configs and Rules.

/data-stores

/training-sets

/field-schemes
View Data Stores This permission allows to only view, download, and access Data Stores, but not delete and update them in WorkFusion applications or through the API.

/data-stores

/training-sets
Manage Workers
  • Workers

This permission allows to view and manage:

  • Workers
  • Workforces
  • Assign Qualifications to Workers

/workers

/workforces

/assign-qualification
Manage Qualifications

This permission allows to create, edit, delete, and assign Qualifications and Qualification Sets.

Qualifications are a means that the WorkFusion platform provides to ensure the quality of Workers.

/qualifications

/qualification-sets
System Preferences
  • Configuration

System Preferences page contains all WorkFusion instance parameters:

  • Account Settings
  • User Settings
  • Advanced
  • Active Tasks
  • Schedule Settings (except Data Purge)
  • Filters

User Settings tab is available for each user.

/account

/filters
Manage Data Purge The Data Purge job deletes data input data, task and bp results, geenerated snapshots and Event Logs form WorkFusion instance after a defined period of time /account
Manage Campaign Data Sources

Data Source is a mechanism providing input data and configuration for your BPs and Tasks.

This input format is best suited for those Use Cases where the data resides on an external source such as SFTP Server.

 /data-sources
Manage Bot Sources This permission allows to define execution setting for Bot configs: on local or remote machine, available time, proxy, etc. /machine-sources
Manage Answer Types

The Answer Types screen allows you to create and manage Answer Types within the WorkFusion platform.

These Answer Types are used when creating Tasks , ETL Configs , and Field Schemes and adding Answers to them.

 /answer-types
Run Priorities This permission allows to control the order in which Tasks are processed. See the Run Priorities topic. /run-priorities
Manage Use Case

Use Cases serve as the foundation for both Tasks and Bot Configurations.

They describe the workflow of a particular Business Process and thus serve as a template to create Tasks based on that workflow.

/use-case-categories

/use-cases
Manage Users and Groups

This permission allows to view, create, edit, and delete Users and Roles.

This permission does not allow to edit user emails.

/users

/roles
Activity Log This permission allows to view the system [9.1] Activity Log. /activity-log
Secure Storage This permission allows to view, create, edit, and delete records in Secrets Vault. /secure-storage
Manage E-mails This permission allows to edit user emails while creating or editing a user profile. /users
Account Balance Top menu This permission allows to view the account balance in the top right corner.
Import/Export All pages

This permission allows to import and export Campaigns, Runs, Use Cases, Packages, Templates, etc.

Without this permission, user cannot see Import/Export buttons on all pages and cannot view Task/BP Packages tabs.

 /campaigns /templates /machine-configs /questions /rules /rules-templates /qualification-sets /use-case-categories /use-cases


Advanced Package Import
  • Tasks
  • Business Processes
 This permission allows to overwrite process versions having significant differences (steps added, deleted, or substituted with other steps).

/business-processes
/tasks
Deep Copy

Business Processes

The Deep Copy option is used, when you should create a completely unlinked process instance with all steps separated from that ones in the source BP.

See Copy a BP
Bot Task Monitoring Access

REST API

workfusion/api/v1/monitoring/

  1. Bot tasks under execution grouped by Bot Sources
  2. Records under execution and submitted but not started Records
  3. Thread dumps bot tasks filtered by process uuid
  4. Bot Source metrics (active record threads, record queue size, executed record total)

/api/v1/monitoring/bots/sources

/api/v1/monitoring/bots/sources/{source-name}

/api/v1/monitoring/bots/thread-dumps

/api/v1/monitoring/bots/thread-dumps?businessProcessUuid={bp-uuid}

Manage Platform Monitor
Possibility to manage platform monitor

/v1/jwt/redirect.*
View Platform Monitor
Possibility to view platform monitor /v1/jwt/redirect.*

Permission restrictions

When a user has a Role without appropriate Permissions, the following restrictions can be applied in the user interface:

Main menu items are not displayed

Restricted permissionsAll permissions

Action buttons or links are not displayed

Restricted permissionsAll permissions

Access Denied message when trying to open a direct URL

Default WorkFusion roles with permissions

Permissions/RolesAdministratorDeveloperOperator
Manage Dashboard✓✓✓
View Dashboard✓✓✓
View Tasks✓✓
Task Designer✓✓
Advanced Options✓✓
Run Production✓✓✓
View Results✓✓✓
Generate Snapshot✓✓✓
Task/BP Actions✓✓✓
View BPs✓✓✓
Import/Export✓✓
View Campaigns✓✓✓
Manage Campaigns✓✓
Scheduled Campaign Uploads✓✓✓
View Reports✓✓✓
Manage Templates✓✓
Manage Bot Configurations✓✓
Manage Roles✓✓
Manage Data Stores✓✓
View Data Stores✓✓✓
Manage Workers✓✓✓
Manage Qualifications✓✓✓
System Preferences✓
Manage Data Sources✓✓✓
Manage Bot Sources✓✓
Manage Answer Types✓✓
Run Priorities✓✓✓
Manage Use Case✓✓
Manage Users and Groups✓
Activity Log✓
Secure Storage✓✓✓
Manage E-mails✓
Account Balance✓
Manage Data Purge✓
Advanced Package Import✓✓
Deep Copy✓✓
Bot Task Monitoring Access✓✓
Manage Platform Monitor✓
View Platform Monitor✓
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