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Every person using Deyel or any of its applications based on this platform are called users. As such, they have a code that uniquely identifies them, a password which allows them to authenticate and initiate the work session and a user profile, that collects their personal information, working information, their preferences, additional data, etc.
There is a type of user that does not represent a person, called "Smart Thing". It is about devices, virtual or physical, that have the capacity of communicating with other devices, reacting to events and executing specific functions. Smart things can participate of business processes, as initiators of them or as responsible of executing activities, so as to optimize the execution of such processes. For example, the execution of daily tasks or calculation tasks can be delegated to them.
Chatbots
Among the users of type "Smart Thing" there is a special type that is the chatbot.
A chatbot can communicate with other users using Tedis, interpreting specific messages. Each chatbot can define a process to model the way in which it responds to each of the messages received. The answer can be simple, for example responding with a predefined sentence, or it can be more complex and shoot the execution of a business process.
Chatbots are defined to interact with users through the messages, delegating this way the execution of tasks. Human users can use the chatbots as their assistants, so that they automate the actions the user wants and reply to their messages.
For each user a profile is kept with the following information:
For users of type "Smart Thing" this group of properties must be defined.
An asterisk “*" on the label indicates that the property is required.
Profile Image
Each user can upload to their profile an image from a file. In case of not informing it, an image with the user´s initials is automatically generated.
User
Code that uniquely identifies the user.
Alias
The value entered in this property works as an alternative code for the user. For example, email address can be used or any other coding that uniquely identifies the user. Deyel checks that there are not two users with the same alias.
When entering the portal, the user can enter either his code or their alias to authenticate.
Behavior Indicators
Information about usual tasks, days worked and the last tasks of the user are graphically displayed.
•With the indicator “Most usual activities” a ranking of the most executed activities is displayed.
•With the indicator “Worked days”, it is seen how was their workplace attendance. When clicking on this indicator, the profile form is displayed so that absences and licenses with their type and period covered are displayed.
•With “My tasks” a summary of the assigned tasks is displayed, together with their state regarding their due date. By clicking on these tasks, the grid of the task with its cases is displayed.
Cover Image
It can be personalized selecting an image to use as background from the icon .
Name - Surname
These properties may not be informed for smart things.
The value entered in this field works as an alternative code for the user. Deyel checks that there are not two users with the same email.
If a user shows their profile the icon is seen on the right of Email property. When pressing it a field that allows entering the password of the email address is displayed. This configurarion is necessary so that the user can do the email sending when using forms.
Organizational Unit
Indicates the organizational unit in which the user works.
Indicates the one in charge of authorizing or approving the processes started by the user.
It is an optional property, that makes reference to another user belonging to the same organizational unit or to a different one.
This property can be recovered from the business processes so as to assign to those activities that require an authorization, the responsible user by using the agent Authorizer.
Calendar
Identifies the calendar that establishes the dates and working hours of the user.
This property can be defined for each user individually.
When the user has not a special calendar defined, then the current calendar at the level of the organizational unit to which they belongs is considered. If there is no definition of a calendar in such unit, it is sought at the higher levels of the organizational structure, until detecting the calendar to apply.
The root organizational unit of all the hierarchy has a predetermined calendar defined.
Job Position
Optionally the job positions which correspond to the users can be indicated.
Job Position
Defines the job position held by the user.
Optionally the chatbots can be selected to work as assistants of the user.
Wizard
A user can define one or more chatbots as their assistants.
Each time the user receives a message, each of their assistants verify if they recognize that message as a command they can execute.
Each chatbot exposes the commands they can execute and defines which participants can invoke their execution.
On the other hand, those who communicate with this user can see the commands they can use when pressing the command icon on the chat window.
Delegates
The list of delegated users is indicated and the period during which the delegation of tasks is valid.
When the user is inactive or absent then those current delegates can:
oDo the tasks assigned to the user.
oInitiate the processes authorized for the user.
Delegate of
Informs the list of users that have delegated tasks in the user and the corresponding period.
This list is dynamic and is completed at the moment of opening the user profile.
Absences
Each element of the list indicates the type of absence and the corresponding period.
During these periods of absence the mechanisms of tasks delegation are activated.
Absences can be indicated considering a start and end time.
State and Expiration
User State
Indicates if the user is active or not.
An inactive user cannot enter the environment as their account is deactivated.
Due Date
The user account is automatically deactivated when the date entered in this property is exceeded. This automatic deactivation does not use the tasks delegation scheme.
This mechanism is not applied when the authentication of users is not made by Deyel but it is delegated to LDAP or Google.
Password Expiration
It allows to establish a term of validity of 30, 60 or 90 consecutive days, starting to count from the last modification made on the user data.
After that deadline, when the user logs into the portal it is required they renew their password. It can also be stated that the password does not expire.
This mechanism is not applied when the authentication of users is not made by Deyel but it is delegated to LDAP or Google.
Licenses
Each environment of Deyel has use licenses that enable the use of licensed applications during a period of time and by a certain number of users.
In this section the list of licensed application the user can use is indicated and which type of user license they have assigned.
Product
Indicates the licensed application the user can use.
License Type
Indicates the type of user license that is assigned to the user to use the product.
Permission
The access permissions the user has assigned are displayed. Each element from the list indicates the name of the permission and the application they belong to.
In the first positions the permissions the user inherits for belonging to an organizational unit, to a role or to a job position are displayed. These elements are displayed protected and it is not possible to delete them from the list. Hovering over each of these elements, it is displayed from which object the permission is inherited.
Following the inherited permission, the permissions assigned directly to the user are displayed. When creating or modifying the user you can add or delete elements from the list.
First the application is selected and then the permission of such application that you want to assign to the user.
When permissions from a licensed application are assigned, this one must be able to be used by the user. If the application is not available in the use license of the environment, the permission is protected and it is possible to delete it from the permission list, but not modify the element
The permission "Account Manager" can only be assigned to a unique user.
In On-Premise installations of Deyel, this permission can be assigned or removed from a user by the security administrator.
In Cloud installations, the site of Deyel must be used to change the user defined as " Account Manager".
In every installation there exists a set of predefined permissions that can be assigned to the users.
Roles
The roles the user performs are displayed. The list is dynamically conformed when accessing the user profile, recovering the roles where the user or their organizational unit are actors. Each element indicates the role name and the application it belongs to.
In the first positions the roles the user inherits for belonging to a unit are displayed and then the roles where the user is an actor.
The user profile includes the following properties:
Nationality
Birth Date
Identification Type / ID Number
Phone Number / Extension
Addresses
The user can have multiple addresses, with the following properties for each of them:
Country
State
City
Postal Code
Street
Number
Department
The user profile includes information about the identity of the user in the different social networks (Linkedin, Twitter, Facebook, YouTube y Skype).
For Twitter, when publishing the corresponding adaptor the option "Sign in with Twitter" is enabled.
If the user has their Twitter session opened in the browser, the permission that allows Deyel to publish tweets in the name of the user can be enabled. If the user has not their Twitter session opened opened in the browser, they are redirected to Twitter site for opening their session first.
When finishing the authorization, the authorized account is displayed in the user profile, under the user´s image.
Users can unlink their Twitter account in different ways:
•From their profile, by clicking on the icon that is displayed on the right of the property Twitter.
•From Twitter, the authorization that allows Deyel publishing tweets in the user name is disabled.
Additional Information
Observations
Allows to load complementary data of the user.
This section is only available for users of type "Smart Thing".
Definition
Visible
Indicates if the chatbot is visible in the users list of the business social network Tedis.
When a chatbot is not visible, it can work as an assistant, but it is not possible to send them messages directly in a chat.
Thing Type
Indicates the thing type that is represented by the user. It can take values "Chatbot" or "Rest API Client".
Message Processor
This property is exclusive for the type of smart thing "Chatbot". The chatbot can define the business process that implements the processing of the messages it receives. Each time a chatbot receives a message, it starts a case of this process to generate the corresponding answer.
Commands
This section is exclusive for the type of smart thing "Chatbot" and defines the list of commands the chatbot can understand and answer.
Executing a command implies executing the business process that implements it.
Participants
This section is exclusive for the type of smart thing "Chatbot" and defines the participants that can use the chatbot as assistant.
If an organizational unit is selected, then any user from that unit can use the chatbot.
WebHooks
This section is exclusive for the type of smart thing "Chatbot". Webhooks are interfaces that allow to integrate applications, that is, they allow to connect and exchange data between applications.
A chatbot can use multiple webhooks, each of them defines the URL used to contact other application, sending it data in JSON format.
When a chatbot receives a message, it forwards it to each of its webhooks.
In the upper right section the user relationship with the invitations that they have done is displayed and it is allowed to show those invitations.
To make internal operations automatically, Deyel uses a predefined user called SYSTEM USER (SYSUSER).
This user is displayed in the user grid, it is not possible to modify or deactivate it and it does not require user licenses.
The initial load of the use license or its subsequent update or the execution of programmed tasks, among others, are operations which execution is made using this user and so it remains registered in the audit trails.
It is not possible for someone to enter the user portal authenticating as the system user. Deyel uses it only for doing and registration of internal tasks.