Responsibilities and permissions of a Case Business Analyst

A case business analyst has the following responsibilities:

Configure the application according to the business requirements.
Act as a liaison between business owners, technology, process owners, and support teams.
Create or modify reports according to the business requirements.

BMC Helix Business Workflows provides the Case Business Analyst functional role to enable users to configure BMC Helix Business Workflows according to the business needs of their organization. This role replaces the Case Administrator role from the previous releases.

For a user to have complete capabilities required for a business analyst, the user must have the following roles and permissions:

Component	Role/Permission	Description
BMC Helix Business Workflows	Case Business Analyst functional role	To access the configuration data in Case Management.
BMC Helix Innovation Suite	Application Business Analyst role	To access BMC Helix Innovation Suite Learn more about the permissions provided by the Application Business Analyst role in Roles and permissions .
BMC Helix Business Workflows components	Write access	To be able to edit the associated bundle. For the selected application or library, an Application Business Analyst can add new objects or modify out-of-the-box objects for which customization is allowed.
BMC Helix Innovation Suite	Administrator permission IS application license	Administrator permission is required to access BMC Helix Innovation Suite. IS application license is required for the specific application or library.

Access to system data

As a case business analyst, you have access to the following configuration items:

Case Management
Service Level Management (read and write access)
Flowsets
Task Management
Email
Notification

However, you do not have access to the configuration items for Knowledge Management. The administrator must provide you the Knowledge Coach role to access the Knowledge Management configuration items. For more information about how to provide the Knowledge Coach role, see Providing Knowledge Coach role to case business analyst.

You also do not have access to the Foundation data like users, company, location. Foundation data is managed by an administrator.

Roles provided out of the box

With certain out-of-the-box roles that belong to different functional areas, the Case Business Analyst functional role enables you to perform configurations in the product.

For example, to create a custom notification, a you need a role from the Notifications functional area. Whereas, to create a data set to train the cognitive service, you need a role from the Cognitive functional area.

The following table describes capabilities that out-of-the-box roles provide to a case business analyst:

Role	Permissions
Case Application Access	View the Create menu and Quick Case option on the navigation bar to create a case.
Reporting Access	View the Reports option on the navigation bar to access the Reporting dashboard directly from BMC Helix Business Workflows.
Case Business Analyst	Access the configuration items related to BMC Helix Business Workflows. Access to cases created for or belonging to the support group that the case business analyst belong to.
Knowledge Candidate	Create and maintain knowledge articles. A Knowledge Candidate can create a knowledge article by using any of the available templates, move the article in its lifecycle, and update the article details. A Knowledge Candidate can also maintain the article quality by providing and incorporating feedback for articles.
Knowledge Contributor	Review, enhance, and complete articles that other agents create to suit a wider audience. A Knowledge Contributor can flag articles that need improvement and unflag articles after improvement. A Knowledge Contributor can also create and validate articles, approve internal publishing of articles, and retire internally published articles.
SLM Administrator	Read and write access to all fields and record definitions for the administrator's companies. An SLM Administrator can configure service targets according to the business needs.
Report Administrator	Create or modify reports.
Task Administrator	Read and write access to all tasks and templates.
Flowsets Administrator	Create Flowsets for various line of business in the administrator's organization.
Approval Admin	Create and maintain approval processes.
Notification Administrator	Configure notification events, templates, and processes.
Cognitive Administrator	Configure a training data set to train the cognitive service.
Email Config Administrator	Configure an email ID, and associates acknowledge and email templates to it.
Social User	Read and write access to activity feeds in cases and tasks. A Social User can add and filter notes, view a case history, and associate relevant resources with a case in the activity feed.
Shared Services Read	Read access to case and task status.
Document manager	Creates and manages documents in the document library. A case manager or case agent can also be assigned the role of the Document manager. For more information about the document manager's role, see Roles in BMC Helix Business Workflows.

Important

By default, the Task Viewer role from the Task Management functional area is not assigned to any functional role. To provide the case manager read-only access to tasks, the administrator must assign the Task Viewer role to the case manager.

For more information about assigning roles, see Roles in BMC Helix Business Workflows.

Roles to view the Foundation data

There are certain out-of-the-box roles that enable you to view the Foundation data such as organization, location, support group, and so on.

For more information about these roles, see FAQs.

Responsibilities and permissions of a Case Business Analyst

Access to system data

Roles provided out of the box

Roles to view the Foundation data

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