Permissions for Automatic Lifecycle Stage Progression and Status Updates
To work with the Automatic Lifecycle Stage Progression and Status Updates feature, users must have required permissions on the following two entities:
-
Lifecycle Progression Mapping
-
Entity Relationship Path
There are two types of user personas who will be working on the Automatic Lifecycle Stage Progression and Status Updates feature:
-
System Admin - The users who are responsible for configuring the mappings between Lifecycle and its related entities.
-
Reach Power Users - The credentials of this user will be used for all the actions related to the Lifecycle stage movement.
Permissions for System Admin Users
The system admin users should be assigned the CMC - Business Unit Administrator and CMC - Global Business Administrator roles.
The following tables provide information on the permissions assigned to the two roles for the Lifecycle Progression Mapping and Entity Relationship Path entities.
| CMC - Business Unit Administrator Role | ||||||||
|---|---|---|---|---|---|---|---|---|
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
| Lifecycle Progression Mapping | PBU | PBU | PBU | PBU | None | None | None | None |
| Entity Relationship Path | PBU | PBU | PBU | PBU | None | None | None | None |
| CMC - Global Business Administrator Role | ||||||||
|---|---|---|---|---|---|---|---|---|
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
| Lifecycle Progression Mapping | Global | Global | Global | None | None | None | None | None |
| Entity Relationship Path | Global | Global | Global | None | None | None | None | None |
Permissions for Reach Power Users
Reach Power Users should be assigned the following permissions for the entities of the Automatic Lifecycle Stage Progression and Status Updates feature.
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Lifecycle Progression Mapping | None | Global | Global | None | Global | Global | None | None |
| Entity Relationship Path | None | Global | Global | None | Global | Global | None | None |
| Lifecycle | None | Global | Global | None | Global | Global | None | None |
| BPF | None | Global | Global | None | Global | Global | None | None |
| On all the related entities configured | ||||||||
| Application | None | Global | None | None | None | None | None | None |
| ApplicationDecision | None | Global | None | None | None | None | None | None |
| Enrollment | None | Global | None | None | None | None | None | None |
| ApplicationRecommendation | None | Global | None | None | None | None | None | None |
| Custom Entity | None | Global | None | None | None | None | None | None |
| Customization | ||||||||
| plug-in assembly | Global | Global | Global | Global | Global | None | None | None |
| plug-in Tracelog | Global | Global | Global | Global | Global | None | None | None |
| plug-in type | Global | Global | Global | Global | Global | None | None | None |
| sdk message | Global | Global | Global | Global | Global | None | None | None |
| sdk message processing step | Global | Global | Global | Global | Global | None | None | None |
| sdk message processing step image | Global | Global | Global | Global | Global | None | None | None |
| sdk message processing step secure configuration | Global | Global | Global | Global | Global | None | None | None |
