Apply permissions by using Access Manager component

Before you begin

Make sure you create a view definition with Record editor to which you want to add an Access Manager component. For more information, see Creating-a-view-for-a-record-instance-by-using-record-editor.

To apply or edit permissions to a record by using the Access Manager component

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application or library for which you want to create or apply permissions.
3. On the Views tab, from the New list, click the name of the view definition to which you want to apply permissions.
4. On Palette, expand the Shared Components list, and drag the Access Manager component to the Record editor  component.

5. In the Properties pane, click Settings  , and complete the fields in different sections as described in the following table:

   Property	Description	Example
   General
   Mode	Select one of the following modes of operation: Create – To apply permissions to access a new record.  Edit – To edit permissions associated with a record.
   Record Definition Name	Select the record definition for which you want to create permission. You can either choose from the Shared Components list or from the All records list.
   Disabled	Use the toggle key to either enable or disable the permission assigned to a record.  You can  choose to disable the permission at all times or when a specific condition is met.
   Domain	Click Click to build an expression to select a line of business that is associated with the record; for example, Facilities, Finance, and so on. Domain is also used to identify support groups or agents who would be associated with this record.
   Enable Bulk Saving	Use the toggle key to save all your changes at once. This option is available only in the Edit mode.
   Record Editor	Specify a reference to the record editor. This option is available only in the Edit mode.
   Record Instance	Specify a reference to the record instance. This option is available only in the Edit mode.
   Record Instance Id	Specify a reference to the record instance id. This option is available only in the Edit mode.
   Allow Duplicate	Use the toggle key to allow or restrict duplicates. This option is available only in the Edit mode.
   Access Processes
   Parent Process	Select the process that you want to associate with the applied permission.
   Associated Process	Select a process that you want to associate with the applied permission.  This option is available only in the Edit mode.
   Add Access
   Add Access	Select the groups for which you want to create permission. Important: The selections made here are visible only during runtime.
   Labels
   Support Group Section Label	Enter a support group section name. Important: The selection made here is visible only during runtime.
   Support Group Access Link Label	Enter a support group access link name. Important: The selection made here is visible only during runtime.
   Support Group Label	Enter a support group name. Important: The selection made here is visible only during runtime.
   Support Group Field Placeholder	Enter a support group field placeholder name. Important: The selection made here is visible only during runtime.
   Agent Section Label	Enter a name for the agent section. Important: The selection made here is visible only during runtime.
   Agent Link Label	Enter a name for the agent link. Important: The selection made here is visible only during runtime.
   Agent Label	Enter a name for the agent. Important: The selection made here is visible only during runtime.
   Agent Field Placeholder	Enter a name for the agent field placeholder. Important: The selection made here is visible only during runtime.
   Company Label	Enter a name for the company label. Important: The selection made here is visible only during runtime.
   Business Unit Label	Enter a name for the business unit label. Important: The selection made here is visible only during runtime.
   Support Department Label	Enter a name for the support department label. Important: The selection made here is visible only during runtime.
   On Change
   Component to refresh	Specify the record editor components that should be refreshed when there is a change in the access.
   Label Visibility
   Hide Field Labels	Use the toggle key to hide or show the field labels.
   Hide Support Group Section Label	Use the toggle key to hide or show the support group section label.
   Hide Agent Section Label	Use the toggle key to hide or show the agent section label.
   Security
   Record Definition Name	Specify the record instance or record definition name to define permissions associated with the record definition;  for example, disabling access manager component.

6. If you had selected the Create mode, perform the following steps to add the Save Access action:
   
   1. On Palette, expand the Basic Components list, click and drag the Action button component to the canvas.
      Make sure you place it after the Access Manager component.
   2. In the Properties pane, click Settings  .
   3. Scroll down to the Actions property, expand it and click Edit actions.
   4. In the Edit actions window, under Available actions, select Save Access.
   5. Click , specify a Component and a Record Instance Id. 
      
      
      
   6. Click Save. This ensures that the access is saved after the record is created.
7. Click Save.

Result

The following image displays a view that uses the Access Manager  component: