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
Role name	Capability	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 Location data .
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.
SLM Viewer	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.
SLM Administrator	Read and write access to company-specific configuration data.
Task User	Read and write access to tasks assigned to the agent's support groups.
Task Manager	Read access to all tasks and templates.
Task Administrator	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.
Social User	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.
Cognitive User	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.
Document Manager	Add, modify, or delete documents in the document library and provide document read access to other support groups or companies.

Important

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.

Roles in BMC Helix Business Workflows

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