Administering

As an administrator, manage the user roles and permissions for your organization. Also, manage the access to user data, cases, and documents to ensure security and data privacy, and monitor the usage of the product.

Important

You do not need to assign BMC Helix Business Workflows licenses to users to grant them access to the BMC Helix Business Workflows application. Learn more about licenses in Applying a license to your application Open link .

The following table table lists the different actions that you can take to administer the product:

ActionReference

Understand permissions and add users in BMC Helix Business Workflows.

Setting up roles and permissions
Address the personal data protection and privacy requirements and provide access permissions to cases, documents, and user information.Securing access and addressing privacy
Define configurations that are applicable globally or for specific companies.Defining global configurations
Whitelist HTML tags to use images, tables, and hyperlinks in emails and notification templates.Adding HTML tags and domains to the allowlist

View and monitor license usage of BMC Helix Business Workflows.

Viewing the license usage reports
Export and import your custom templates, processes, and documents for a line of business.
Exporting and importing content packages to move customized data between environments
Create case sources that can be used by case agents while creating a case.Adding custom selections to case source menus

Related topic

BMC Helix Business Workflows architecture

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