Security Overview

Security Overview

Mirata Security: Users, groups, roles, and form types


Users

  1. Individual users are created in Mirata using their first name, last name, and email address. Each user must have a unique email address. 
  2. User settings determine how the user can log into the Mirata platform. The user management provider can either be the Mirata provider “Cognito” or another provider specific to that Mirata org that provides access through the company’s SSO (i.e. Azure).  
  3. External System User IDs are used for integration with SAP so that transactions a user makes back to SAP can use their individual external user ID instead of a generic one for all transactions. 

Groups

  1. Groups are used to group users together who should all have the ability to perform a set of actions in the system. 
  2. A user can be part of multiple groups and groups can have multiple users in them. 
  3. Rights to perform actions in the system are assigned to a group for a particular form type. 


Standard Groups:

Group Name

Description

Assembler Group

Assemble forms, incorporating additional components such as backend actions, data tables, templates, etc. 

Designer Group

Create forms, workflows, and templates in the designer

System Administrator Group

Admin access to all components

User Administrator Group 

Create/modify users 

Inactive Users Group

Group with no rights to perform any actions in the system or log into the inbox, designer, or admin tool. Used for non-Mirata users to deactivate them 



Roles

  1. Role privileges consist of a user role and the rights needed to perform that role.
  2. The list of rights is divided into three different categories of rights as follows:   
    1. Regular rights - These are rights not associated with a group or a form type.
    2. Group rights - These are rights needed to interact with groups and/or users.
    3. Form Type rights - These are rights needed to interact with objects that are associated with a form type such as a Form Definition, or a Form Workflow. 


Role Rights Descriptions: 

Regular Rights


Form Type

Add and maintain the list of form types

Image

View/add/edit images in the image gallery

DataTable

View/add/edit a data table

Connection info

View/add/edit a connection (SAP, maximo, etc.)

Backend Action Definition

View/add/edit a backend action (add record to data table, fetch from SAP, etc.)

Organization

Modify the organization information (name, main contact, time zone, administrators, etc.) 

License

Not used at this time

Role Rights

View/add/edit user roles and the rights needed to perform the role 

Queries

View/add/edit submission queries

Template Definition

View/add/edit template definitions

Log Info

 

Log Info Read

View the error log info

Form Type Rights


Definition

View/add/edit form definitions

Form Instance

Add/edit/delete individual form instances of the definition (also called submissions)

Workflow

View/add/edit workflow definitions

Mapping

View/add/edit import mapping definitions

Group Rights


Group

Interact with groups to read their properties

User

Interact with users to read their properties


User Management 

Reset passwords and enable/disable users 

Login Rights

Log in to different areas of the Mirata platform (i.e. the inbox, designer, and admin tool) 



Form Roles

  1. Form roles are assigned to a user or group to provide that user or group with the role right.
  2. If a group is specified in the form role, then the rights apply to that specific group and all child groups.
  3. If a form type is specified in the form role, then the rights apply to that specific form type.
  4. A wildcard can be specified for the form type on the form role which will append a “*” to the form type for the rights apply to the specific form type and all children of that form type.

We provide you with standard roles that should suffice for most use cases. We recommend using these provided roles unless your scenario is exceptionally complex. 


Standard Roles:

Role Right

Description

Standard Group Assignment

System Administrator

Administrator role, superuser rights

System Administrator

Designer

Form developer role to configure forms and workflows

Designer

Assembler

Form developer role to configure data tables, backend actions, etc. and add them to forms

Assembler

Form User

Form user role, rights to create and update form submissions

N/A

Form Reader

Form user role, ability to view form submissions

N/A

Group Administrator

Administrator role, ability to add new groups and users 

User Administrator



Form Types

  1. Every form must have one and only one form type. You set the form type when you create a form and you can later change the form type in the Admin Tool if needed.
  2. By assigning roles to users, you define which users have access to which forms based on the form type assigned to that form.
  3. For types are hierarchical, so you can have parent and child form types.

Example: Setting Up Work Clearance Management

For example, if you’re creating forms for a Work Clearance Management (WCM) process, you could set up your groups, roles, and form types like this . . .


Create one Form Type called “WCM Forms” under your organization’s default parent form type (If you work at Acme, this would be called “Acme Form Type”).


Create three Groups: “Work Clearance Management” is the parent group and “Work Clearance Management - Supervisors” and “Work Clearance Management - Technicians” are child groups under it. 

Assign the standard “Form User” and “Form Reader” Roles for the “WCM Forms” Form Type to both the Technicians and Supervisors groups; it should look like this for both groups: 


Group Name

Description

Work Clearance Management


This overarching group serves as the foundation. It encompasses all involved personnel and activities in the Work Clearance Management process.

Work Clearance Management - Technicians

Specific to technicians or inspectors, this subgroup comprises those responsible for initial activities within the process.

Work Clearance Management - Supervisors

For managers and approvers, this subgroup enables final oversight and approval.

By organizing users like this, you can build your Work Clearance Management forms with these features:

  1. Control From Creation Permissions: Ability to create Work Clearance Management forms is limited to those who have access to the “WCM Forms” Form Type.
  2. Task Handover: Transition from Technicians to Supervisors easily. Once Technicians complete their portion, automatically hand over the form to the Supervisors group using workflow form assignments, so a supervisor can complete the approval stage. 
  3. Role-Specific Permissions Within the Form: Control who is authorized to complete certain actions in the form, such as limiting final form approval actions to those in the Supervisors group.