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Access Management Tutorial

This tutorial builds a maker-checker workflow end to end using the Access Management models. Each step focuses on a single model; follow them in order and you will finish with a working flow in Plateau Studio.

For the standalone reference of each editor, see the Access Management section.

The Scenario

A maker creates a new record → a checker reviews and approves it.

The Steps

#StepWhat we doEditor reference
1PrivilegeDefine the permission labelsPrivilege Editor
2RoleBuild the Maker and Checker roles from privilegesRole Editor
3PersonaDecide which role each user carries at runtimePersona Editor
4SwimlaneDecide which role(s) may pick up each taskSwimlane Editor
5ActionDefine the User Task buttons and button-level accessAction Editor
6Form (qjson) PrivilegeAuthorize opening a UI form
7WorkflowWire swimlanes, actions and forms into the flow

What You Will Build

By the end, permissions flow along a single chain:

User → Persona → Role → Privilege

and each layer of the workflow — starting the process, picking up a task, opening a form, pressing a button — is authorized at the right place.