Roles in BMC Helix Business Workflows
Other than Case Business Analyst, Case Manager, and Case Agent as functional roles, BMC Helix Business Workflows also supports various roles that provide you specific permissions and access to the product. By default, some of the roles are assigned to the functional roles. To assign roles to a user, see Assigning functional roles and permissions.
The following table describes the various roles and their capabilities in the product:
|Role name||Capability||Default role assigned to|
|Case Agent||Case Manager||Case Business Analyst|
|Case Application Access|
Access to BMC Helix Business Workflows.
|Catalog Application Access|
Access to BMC Helix Digital Workplace Catalog.
|Reporting Access||Access the Reporting application.|
|Case Catalog Administrator|
Create workflows, create questionnaires, create services, and publish services in BMC Helix Digital Workplace Catalog.
For more information about a case catalog administrator, see Catalog.
|AR Foundation Organization Read|
Read-only access to Organization data—Service provider, operating organizations, vendor organization, manufacturer, business units, departments, and support groups.
|AR Foundation Categorization Read||Read-only access to Categorization data—Operational, product, resolution, and root cause categories.|
|AR Foundation Location Read|
Read-only access to Location data—Region, site, and site area. For more information, see .
|AR Foundation Person Read||Read-only access to Person data—Employee, agent, customer, and vendor.|
|AR Foundation Geography Read||Read-only access to Geography data—Country, city, postal code, state/province/district, and time zone.|
Read-only access to SLA progress bar on a view and team performance data.
|SLM User||Read-only access to company-specific configuration data like data source and service targets.|
Read and write access to company-specific configuration data.
Read and write access to tasks assigned to the agent's support groups.
Read access to all tasks and templates.
Read and write access to all tasks and templates.
|Approval Administrator||Setup and maintain approval processes.|
|Flowsets Administrator||Create Flowsets for various line of business in the administrator's organization.|
|Report Administrator||Create or modify reports.|
|Shared Services Read|
Read access to status data.
Access to activity feeds.
|Email Config User||Access to configured email IDs, and acknowledgement and email templates to send emails from a case.|
|Notification User||Receives notification for an event that a case business analyst configures.|
Access to the training data that an administrator configures.
This data is used while predicting case templates and categories for creating a case.
|Notification Administrator||Configure notification events, templates, and processes.|
|Cognitive Administrator||Maps a configured data set to a company, and enable category and template prediction.|
|Email Config Administrator||Configures an email ID, and associates acknowledge and email templates to it.|
Add, modify, or delete documents in the document library and provide document read access to other support groups or companies.
BMC Helix Business Workflows does not support functional roles such as Multi-cloud Service Owner and Unrestricted access. These roles are not applied in BMC Helix Business Workflows even if you assign the roles to a user.