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.
The following table table lists the different actions that you can take to administer the product:
Action | Reference |
|---|---|
Understand permissions and add users in BMC Helix Business Workflows. | |
Address the personal data protection and privacy requirements and provide access permissions to cases, documents, and user information. | |
Whitelist HTML tags to use images, tables, and hyperlinks in emails and notification templates. | |
View and monitor license usage of BMC Helix Business Workflows. | |
Export and import your custom templates, processes, and documents for a line of business. | |
Manage the user roles and permissions for your organization, access to user data, cases, and documents to ensure security and data privacy, and monitor the usage of the product. | |
Create case sources that can be used by case agents while creating a case. |