Creating a WebApp AccessM
WebApp access gives staff, customers and partners access to Bp Event WebApps. Which WebApps these are and which authorisations are associated with them depends on the selected user access.
Only assign the rights that are strictly necessary for the WebApp and restrict access, p.ex. by means of read rules for the user, so that unauthorised data access is not possible. As every WebApp is different and accesses different data, there is no general recommendation. Depending on the WebApp, suggestions for users and user groups may be supplied with the respective scenario.
- Define a user access
User access refers to a Bp event sample user whose authorisations (via assigned User groups) are used for all associated WebApp accesses. The WebApp access itself does not have its own authorisations.
Important: Only use the sample Bp event user for WebApp access and deactivate the login options for this user so that nobody can log in directly with this user.- Go to the
Administration tab and click on
Users >
User >
New.
- Enter a Login name .
Example: Intranet for staff, intranet for account holders - To prevent anyone from logging in directly with this user, generate a random
Password and "forget" this immediately.
- Enter the Name/First name of the user access. This name appears in the picklist when assigning access to a staff member or account holder.
Example: V2 Housekeeping, V2 External - Deactivate the access for
Full client and
Mobile client by left-clicking on the icons. Only the
Web client access must be active.
- Left-click to activate the Role
WebApp access.
Important: WebApp access needs to be activated here for it to be included in the picklist when creating access for Accounts, Contact persons or Staff members - Assign User groups, which serves to define the authorisations (read, write, print, create data, etc.).
- Go to the
- Create an access for a staff member
The access consists of a login name, password and the selected access. Only one WebApp access can be created per
Staff member . WebApp accesses cannot be deleted, only deactivated. To subsequently extend the authorisations of an employee, change the rights of the "sample user" selected as Web App access .
- Go to the
Shifts and Staff tab to search for and open the
Staff member you want.
- Click on
Create WebApp access on the right-hand side of the window. An input dialogue opens in which the name of the staff member is already preset.
- Enter a Login name . The staff member logs into the WebApp with this name.
The login name must not only be unique among the WebApp Accesses, but must also not have been used as a user login name before.
Alternatively, the associated email address can also be used when logging in to the WebApp, provided it can be clearly assigned to a WebApp access. - Either enter a Password or tick the option Use Bp event password.
- Select one of the available User accesses. The picklist is not expandable.
Example: V2 Housekeeping Save your input by clicking on the icon in the top left-hand corner of the input window.
- Go to the
- Create an access for an external account (customer or partner)
The access consists of a login name, password and the selected access. WebApp access can be assigned either for an
Account or only for a
Contact person. Only one WebApp access can be created per person. WebApp accesses cannot be deleted, only deactivated. To subsequently extend the authorisations, change the rights of the "sample user" selected as Web App access .
- Go to the
Home tab to search for and open the
Account you want.
- Click on
Create WebApp access on the right-hand side of the window. An input dialogue opens in which the name of the account is already preset.
- Enter a Login name. The authorised person logs into the WebApp with this name.
The login name must not only be unique among the WebApp Accesses, but must also not have been used as a user login name before.
Alternatively, the associated email address can also be used when logging in to the WebApp, provided it can be clearly assigned to a WebApp access. - Either enter a Password or tick the option Use Bp event password.
- Select one of the available User accesses. The picklist is not expandable.
Example: V2 External - To create WebApp access for just one Contact person, click on
Contact person. The function
Create WebApp access can be found below the delivery address.
Save your input by clicking on the icon in the top left-hand corner of the input window.
- Go to the