Roles and Permissions

QPR ProcessAnalyzer has a role-based access control, where all operations require appropriate rights in order to be executable. Rights are given to users and groups' by assigning roles to them. Roles are a collection of permissions. Permissions are fixed in QPR ProcessAnalyzer allowing certain operations to be done. Some roles are project roles meaning that role (and its permissions) is applicable only for that project. Roles can also be global which gives rights to all projects in the system. Users belonging to a group, have all the roles assigned to that group.

Concepts

User management is based on the following concepts:

• User: Each person using the system should have an own user account.
• Group: Group contains roles and users are assigned to the group, giving the roles to the users of the group. Groups make managing users easier.
• Role: Role contains specific permissions and thus giving certain kind of rights to the system. New project roles can be created in QPR ProcessAnalyzer. There are two types of roles:
  • Global roles are used to give rights in the entire QPR ProcessAnalyzer system.
• Project roles are used to give rights in a certain project. When assigning projects roles, the project is also defined.
• Permission: Permission defines what kind of rights (e.g. read, create, modify, delete) a user has to certain kinds of objects. Permissions are fixes in the system, i.e. new permission cannot be added.

Mapping Roles and Permissions

By default, QPR ProcessAnalyzer system contains roles that are shown in the following table (roles are as columns). The roles have been mapped to certain permissions that are also shown in the following table (permissions are as rows).

		Global roles			Project roles
Permission	Allowed operations	Administrator	Create models	SQL Scripting	Administrator	Designer	Analyzer	Viewer
View dashboards (GenericRead)	View project's and model's information (name, description, configuration etc.) List datatables and view their contents Open dashboards (queries made by the dashboards are still restricted by the permissions) Run analyses for model and view the analysis results See own private filters, all published filters and the model default filter (not allowed to create/modify/delete filters)
Save filters (Filtering)	Create, modify and delete own filters (private and public, but not model default) Publish own private filters for other users (but not set the model default filter). Published filters are still user's own, so other users cannot modify them.
Design dashboards (EditDashboards)	Create, modify and delete dashboards (as a project role, dashboards in the assigned project; as a global role, all dashboards).
Import data (GenericWrite)	Edit model settings (but not possible to create or delete models) Import data to datatables (either directly or import to a model which uses datatables)
Manage filters (ManageViews)	View, create, modify and delete all filters in the model (also other users' private filters). Set the model default filter.
Manage project (ManageProject)	Modify project information (name and description) (also GenericRead permission is needed)
Delete models (DeleteModel)	As a project specific permission: Moving model to recycle bin (soft deleting) (also project specific ManageProject permission is needed) Delete datatables (for datatables deletion is always permanent) As a global permission: Permanently deleting models and projects (remove from the recycle bin) (also global ManageProject permission is needed)
Manage scrips (ManageScripts)	As a project role, create, modify and delete scripts in project and model context. As a global role, create, modify and delete all scripts. This permission to be effective requires also the RunScript permission.
Manage operations (ManageOperations)	View the Task log Terminate in progress tasks run by any user
Manage users (ManageUsers)	Administrate users and groups, e.g. create new users and groups, and add users to groups.
Create model (CreateModel)	Create projects, models and datatables. When a project is created, the creator gets project Administrator role for the project (giving full permissions to the project).
SQL scripting (RunScripts)	View scripts code and other script properties (with additional restrictions listed below) Run scripts (with additional restrictions listed below) The rights depend also in which of the following contexts the script is located: project: To view scripts that are in project context, user needs to have the GenericRead for the project. system: All users with RunScripts can see scripts in the system context.

Dashboard Permissions

• View dashboard: EditDashboards for the project.
• Create dashboard: EditDashboards for the project.
• Edit dashboard: EditDashboards for the project.
• Move dashboard: EditDashboards for the original project and for the target project.
• Delete dashboard (permanently): EditDashboards for the project.

Model Permissions

• View model: GenericRead for the project.
• Create model: global CreateModel.
• Change model properties (e.g. name): GenericRead and GenericWrite for the project.
• Move model: GenericRead for the original project, and CreateModel for the target project.
• Delete model (to bin): GenericRead and DeleteModel for the project.
• Delete model (permanently): global DeleteModel.
• Copy model: Global CreateModel permission and GenericRead for the copied model.

Project Permissions

• View project: GenericRead for the project. (There are separate permissions for viewing different type of objects in the project.)
• Create project: global CreateModel.
• Change project properties (e.g. name): GenericRead and ManageProject for the project.
• Move project: ManageProject for the moved project, GenericRead for the original parent project, and CreateModel for the target parent project.
• Delete project (to bin): ManageProject and DeleteModel for the project.
• Delete project (permanently): global DeleteModel and ManageProject permission for the project.
• Copy project: Global CreateModel permission, and GenericRead and ManageProject for the copied project.

Datatable Permission

Permissions required for datatables:

• List datatables, view datatable properties and data contents: GenericRead for the project.
• Create datatable: GenericWrite for the project and global CreateModel.
• Change datatable properties and import data to datatable: GenericWrite for the project.
• Move datatable between projects: GenericWrite and DeleteModel to source project, GenericWrite for target project, and global CreateModel.
• Delete datatable (permanently): GenericWrite and DeleteModel for the project.

Filter Permissions

• View own private filters, all published filters and model default filter: GenericRead for the project.
• View all filters: ManageViews for the project.
• Create filter: Filtering for the project.
• Edit own filter: Filtering for the project.
• Edit all filters: ManageViews for the project.
• Publish own filter: Filtering for the project.
• Publish all filters: ManageViews for the project.
• Delete own filter (permanently): Filtering for the project.
• Delete all filters (permanently): ManageViews for the project.
• Set model default filter: ManageViews for the project.

Scripting Permissions

• View and run system script: global RunScripts.
• View and run project script: global RunScripts and GenericRead for the project.
• Create, edit and delete system script: global RunScripts and global ManageScripts.
• Create, edit and delete project script: global RunScripts and ManageScripts for the project.

Expression Scripting Permissions (starting from 2021.7)

While the SQL script permissions will not be changed, the following permissions will be implemented to the expression scripts:

• View project script: GenericRead for the project. (Also possible to call the script from another script.)
• Run project script: RunScripts for the project.
• Create, edit and delete project script: ManageScripts for the project.
• View, run, create, edit and delete system script: global ManageScripts.