User profile information
BMC Helix Business Workflows provides a profile page for all users in the system. The person profile page provides multiple details about a user including their employment details, contact details, assigned functional roles, and related users and cases. You can view your activity history from your own profile.
Your own profile
Other user's profile
The Person Profile page displays the following details about a user.
| Sr. No. | Section | Description |
|---|---|---|
| 1 | User details | User's employment details, functional roles, and organizational details. |
| 2 | Activity history | Displayed when viewing your own profile. You can view your complete activity history and filter the results to view only the required information. You can add related users to your profile. For more details, see Updating a user profile to add notes or observations and related users. |
| Notes | Displayed when viewing another user's profile. You can add notes or related users to the profile. For more details, see Updating a user profile to add notes or observations and related users. | |
| Tab | Description | |
| 3 | Related Persons | Lists users who are directly or indirectly related to the person. Hierarchical relationships like manager and team members are automatically populated on this tab and cannot be modified. To view the related user's profile, click the user name, or click the email ID to email the related user. In addition to the hierarchical relationships, you can add other related users by selecting an appropriate relationship. The following relationships are provided out of the box:
Learn more about Updating a user profile to add notes or observations and related users. |
| 4 | Requested Cases | Lists the cases for which the user is the Requester. This tab provides a history of the requests raised by the user. To view a preview, click the Case ID of the case. |
| 5 | Assigned Cases (displayed if the user is a case agent) | Lists the cases assigned to the user. To view a summary of the case, click the Case ID in the list. |
| 6 | Support Groups (displayed if the user is a case agent) | Lists the support groups that the user belongs to. |
| 7 | Related Cases | Lists the cases in which the user is added as a subject employee of the case. Click the Case ID to open the case. |
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