Roles in BMC Helix Business Workflows

Other than Case Business Analyst, Case Manager, and Case Agent as functional roles, BMC Helix Business Workflows also supports various roles that provide you specific permissions and access to the product. By default, some of the roles are assigned to the functional roles. To assign roles to a user, see Setting-up-roles-and-permissions.

Related topics

The following table describes the various roles and their capabilities in the product:

Role name	Capability	Default role assigned to
Role name	Capability	Case Agent	Case Manager	Case Business Analyst
Case Application Access	Access to BMC Helix Business Workflows.	✅️	✅️	✅️
Person Activity Read	Access to view a person profile.	❌️	❌️	❌️
Catalog Application Access	Access to BMC Helix Digital Workplace Catalog.	❌️	❌️	❌️
Reporting Access	Access the Reporting application.	❌️	✅️	✅️
Case Catalog Administrator	Create workflows, create questionnaires, create services, and publish services in BMC Helix Digital Workplace Catalog. For more information about a case catalog administrator, see Catalog.	❌️	❌️	❌️
SLM Viewer	Read-only access to SLA progress bar on a view and team performance data.	✅️	❌️	❌️
SLM User	Read-only access to company-specific configuration data like data source and service targets.	❌️	✅️	❌️
SLM Administrator	Read and write access to company-specific configuration data.	❌️	❌️	✅️
Task User	Read and write access to tasks assigned to the agent's support groups.	✅️	❌️	❌️
Task Manager	Read access to all tasks and templates.	❌️	✅️	❌️
Task Administrator	Read and write access to all tasks and templates.	❌️	❌️	✅️
Approval Administrator	Setup and maintain approval processes.	❌️	✅️	✅️
Flowsets Administrator	Create Flowsets for various line of business in the administrator's organization.	❌️	❌️	✅️
Report Administrator	Create or modify reports.	❌️	❌️	✅️
Shared Services Read	Read access to status data.	✅️	✅️	✅️
Social User	Access to activity feeds.	✅️	✅️	✅️
Email Config User	Access to configured email IDs, and acknowledgement and email templates to send emails from a case.	✅️	✅️	❌️
Notification User	Receives notification for an event that a case business analyst configures.	✅️	✅️	❌️
Cognitive User	Access to the training data that an administrator configures. This data is used while predicting case templates and categories for creating a case.	✅️	✅️	❌️
Notification Administrator	Configure notification events, templates, and processes.	❌️	❌️	✅️
Cognitive Administrator	Maps a configured data set to a company, and enable category and template prediction.	❌️	❌️	✅️
Email Config Administrator	Configures an email ID, and associates acknowledge and email templates to it.	❌️	❌️	✅️
Document Manager	Add, modify, or delete documents in the document library and provide document read access to other support groups or companies.	❌️	❌️	✅️
Email Template Manager	Add, modify, or delete email templates.	❌️	❌️	✅️
Notes Template Manager	Add, modify, or delete notes templates.	❌️	❌️	✅️
Employee Document User	View employee documents and modify the attributes of the employee documents.	✅️	✅️	✅️
Employee Document Config	Add and modify document categories for employee documents.	❌️	❌️	✅️
Asset Viewer	Read access to assets of a line of business.	✅️	✅️	✅️
Ticket Config User	Read and write access to recurring case schedules and schedule instances.	❌️	❌️	✅️
Ticket Manager	Read access to recurring case schedules Read and write access to schedule instances.	❌️	✅️	❌️
Ticket User	Read and write access to cases created from recurring case schedules.	✅️	✅️	❌️

Important

BMC Helix Business Workflows does not support functional roles such as Multi-cloud Service Owner and Unrestricted access. These roles are not applied in BMC Helix Business Workflows even if you assign the roles to a user.

Roles in BMC Helix Business Workflows

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