This documentation supports the 20.08 version of BMC Helix Business Workflows.

To view the documentation for the previous version, select 20.02 from the Product version menu.



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 nameCapabilityDefault role assigned to
Case AgentCase ManagerCase Business Analyst
Case Application Access

Access to BMC Helix Business Workflows.

(tick)(tick)(tick)
Catalog Application Access

Access to BMC Helix Digital Workplace Catalog.

(error)(error)(error)
Reporting AccessAccess the Reporting application.(error)(tick)(tick)
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.

(error)(error)(error)
AR Foundation Organization Read

Read-only access to Organization data—Service provider, operating organizations, vendor organization, manufacturer, business units, departments, and support groups.

(tick)(tick)(tick)
AR Foundation Categorization ReadRead-only access to Categorization data—Operational, product, resolution, and root cause categories.(tick)(tick)(tick)
AR Foundation Location Read

Read-only access to Location data—Region, site, and site area. For more information, see Location data .

(tick)(tick)(tick)
AR Foundation Person ReadRead-only access to Person data—Employee, agent, customer, and vendor.(tick)(tick)(tick)
AR Foundation Geography ReadRead-only access to Geography data—Country, city, postal code, state/province/district, and time zone.(tick)(tick)(tick)
SLM Viewer

Read-only access to SLA progress bar on a view and team performance data.

(tick)(error)(error)
SLM UserRead-only access to company-specific configuration data like data source and service targets.(error)(tick)(error)
SLM Administrator

Read and write access to company-specific configuration data.

(error)(error)(tick)
Task User

Read and write access to tasks assigned to the agent's support groups.

(tick)(error)(error)
Task Manager

Read access to all tasks and templates.

(error)(tick)(error)
Task Administrator

Read and write access to all tasks and templates.

(error)(error)(tick)
Approval AdministratorSetup and maintain approval processes.(error)(tick)(tick)
Flowsets AdministratorCreate Flowsets for various line of business in the administrator's organization.(error)(error)(tick)
Report AdministratorCreate or modify reports.(error)(error)(tick)
Shared Services Read

Read access to status data.

(tick)(tick)(tick)
Social User

Access to activity feeds.

(tick)(tick)(tick)
Email Config UserAccess to configured email IDs, and acknowledgement and email templates to send emails from a case.(tick)(tick)(error)
Notification UserReceives notification for an event that a case business analyst configures.(tick)(tick)(error)
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.

(tick)(tick)(error)
Notification AdministratorConfigure notification events, templates, and processes.(error)(error)(tick)
Cognitive AdministratorMaps a configured data set to a company, and enable category and template prediction.(error)(error)(tick)
Email Config AdministratorConfigures an email ID, and associates acknowledge and email templates to it.(error)(error)(tick)
Document Manager

Add, modify, or delete documents in the document library and provide document read access to other support groups or companies.

(error)(error)(tick)

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.

Related topics

Quick start for internal supplier administrators

Assigning permission and functional role to manage the Catalog

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