This documentation supports the 20.08 and 20.08.01 versions of BMC Helix Business Workflows.

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



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.SectionDescription
1User detailsUser's employment details, functional roles, and organizational details.
2Activity 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.


TabDescription
3Related 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:

  • Dependent of 

  • Former Manager 

  • Guardian

  • Parent 

  • Student

Learn more about Updating a user profile to add notes or observations and related users.

4Requested 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.

5Assigned 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.


6Support 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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