Manage User Profiles
  • 25 Nov 2021
  • 4 Minutes to read
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Manage User Profiles

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  • PDF

Article Summary

Adding Permissions

When it comes to Operations, Monitoring, and Analytics, administrators can set up different authorizations. These authorizations can be provided by selecting the predefined profile templates, custom profile templates, or by selecting individual modules as shown below.

Note: In the User Permission - Features section, you will find sections for Operations, Monitoring, and Analytics. By default, access to Host Instances, Application artifacts, and Service Instances is read-only. If a user should be able to act on either of these, you should select the appropriate option in the 'Manage' pane.

Predefined Templates

BizTalk360 comes with three predefined profile templates that the user can select for providing access to the features. These templates come as part of the BizTalk360 installation. They are denoted with suffixes as ‘System Predefined’ in the drop-down in the Add permissions section. When the template is chosen, the corresponding features get selected.

The predefined templates are:

  • View only modules - Choosing this template will provide read-only access to few features in BizTalk360This will be helpful for the Level 1 support team
  • Limited operation access - This provides access for the users to operate on Host Instance, applications, and service instances
  • Full access to all modules - As the name implies, the user will have access to all the features when this template is chosen

Custom Profile Templates

To provide access to similar features to multiple users, custom profile templates can be created. The users may belong to different groups yet require similar permissions to access BizTalk360. In this case, the custom template can be selected from the drop-down and given access to users easily.
You can create custom templates by following the steps mentioned below:

  1. Log in to the application (as a Super User)
  2. Select an environment from the environmental panel
  3. Click Settings from the left menu bar 
  4. Click Team management from the left menu bar
  5. Click the Manage User Profiles option
  6. Create a new template or edit/delete an already created template

A custom template can be created by providing a name to the template and selecting the features to be added to the template. With this feature, for each custom template, you can select particular permissions and store them as a custom template.

Once the custom templates are created, they will be available in the drop-down in the User Permissions - Features section, where the user can choose the custom template and provide access to the users/groups. Based on the selected custom template, the corresponding features in the template will be available for the users to access.

Available permissions

With BizTalk360, you can give your users fine-grained access to all the features in the product. At the highest level, you have:
• Operations
• Monitoring
• Analytics

These three options refer to the three different sections of the product. The Operations section has a number of subsections like Rules, EDI, ESB Portal, etc. These sections refer to them under the left-hand side menu under Operations. Next, each section has one or more permissions that can be set.

The available permissions are:


  • Operation Dashboard  - Click on the gear icon to provide user permissions to access the custom dashboard, widgets and to export the dashboard.
  • Rules
    • Rules Composer – View policies
    • Rules Composer (Create/Save) – Create/Save policies
    • Rules Composer (Deploy/Publish) - Deploy/Publish policies
  • EDI
    • Reports – Execute EDI reports
    • Parties and Agreements (choose) – Click choose to select which Parties and Agreements can be viewed
  • ESB
    • ESB Exception Data – Execute ESB Exception Data queries
    • Resubmit ESB Message – Edit fault messages and resubmit them
  • Azure Services
    • Azure Services – View and operate on Logic Apps view the contents of Integration Accounts
  • Data Access
    • Message Box (Queries) – Execute MessageBox Queries
    • Graphical Flow (Tracking) – Execute queries against the Tracking database
    • Secure SQL queries – Execute Secure SQL Queries. Click Advanced for more detailed permissions
    • Business Activity Monitoring – Access the incorporated BAM portal
    • Advanced Event Viewer – Execute queries against retrieved Event Log entries from BizTalk and/or SQL servers
    • Message Content/Context – View Message content/context in MessageBox Queries
  • Health Check tools
    • Backup/DR Visualizer – View configuration of BizTalk Log shipping (if that’s configured in the environment)
    • BizTalk Health Monitor – Trigger BHM runs and views the output of such runs, in case BHM has been integrated into BizTalk360
  • Security
    • Governance/Auditing – View the actions which have been taken by users in BizTalk360
  • Infrastructure Setting
    • Topology – View the topology of the BizTalk environment
    • Host – View the Host configuration of the BizTalk Group
    • Host Instances – View the Host Instances, including their state of the BizTalk Group
    • Message Boxes – View some database bound parameters about the deployed MessageBox databases
    • BizTalk Servers – View CPU/Memory utilization, Windows NT Services, Event Log entries of the BizTalk Servers
    • Manage BizTalk NT Services – View and stop/start the Windows NT services of the BizTalk servers
    • SQL Servers – View CPU/Memory utilization, Windows NT Services, Event Log entries of the SQL Servers
    • Manage SQL NT Services – View and stop/start the Windows NT services of the SQL servers
    • Tracking Manager – View all the BizTalk tracking settings in one consolidated screen
    • Manage Tracking – Manage the BizTalk tracking settings
    • SQL Server Instances – View information about the SQL instances which contain the BizTalk databases
    • Manage SQL Jobs – Stop/Start SQL jobs


  • Monitoring Dashboard – View the Monitoring Dashboard
  • Manage Alarm – Create/Edit/Delete alarms, including changing their state and manage what needs to be monitored
  • Data Monitoring – View/configure Data Monitoring
  • Data Monitoring Dashboard – View the Data Monitoring Dashboard
  • Alert History – View the transmitted alert notifications
  • Azure Services – Set up monitoring for Azure services like Logic Apps, API Apps, and Service Bus queues


  • Analytics Dashboard – Click on the gear icon to provide user permissions to access the custom dashboard, widgets and to export the dashboard.
  • Throttling Analyser – View the Throttling analyzer
  • Messaging Patterns – View the messaging flows which have been identified by BizTalk360
  • New Relic – Enable integration with New Relic to push performance metrics to New Relic
  • BizTalk Reporting – Create and maintain BizTalk reports you can receive via email


  • Manage Knowledge Base - Manage Knowledge Base articles which can be associated with Service instances, Event Log entries, ESB Exceptions, or Throttling states

By enabling the permissions in the Can Action pane, you enable users to:

  • Operate on Host Instances (Stop/Start/Restart)
  • Operate on BizTalk Artifacts (Stop/Start ports and orchestrations)
  • Operate on Service Instances (Resume/Terminate/Suspend instances in the MessageBox)

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