User roles required for BMC Helix Business Workflows
Roles and permissions to be assigned in Mid Tier
Before you can use BMC Helix Business Workflows, certain roles and permissions must be assigned in AR System. The following image shows the roles and permissions that you must assign:
The following table explains more about the steps:
Action | Description | Reference to AR System documentation |
|---|---|---|
Add users | Add users to your setup to use in different applications. | |
Assign Admin and Struct Admin roles | A default Administrator user is available out of the box in your setup. If you want to add new administrators to your setup, assign the Administrator group to a user from the User form. A user must have a fixed license for this group assignment to work. A Struct Admin role provides business analyst capabilities to users with which users can configure settings for the applications and libraries that they are assigned to. To assign the Struct Admin role to a user, assign the Struct Admin and Struct Admin Permissions group to the user from the User form. | |
Assign IS bundles | IS bundles include applications and libraries together that are required to configure the applications that are developed on BMC Helix Innovation Studio. To assign access to bundles, select bundles from IS bundles. IS bundle access is also required for users to configure and tailor the BMC Helix Innovation Studio applications. You must assign access to bundles for individual users from the Person form. Users getting access to bundles also acquire the business analyst permissions automatically. The Business Analyst role is selected in the User form for these users. |
|
Assign IS Persona | IS Persona is the functional role that are used for applications that reside onBMC Helix Innovation Studio. These functional roles are created in BMC Helix Innovation Studio, but assigned to users from the Person form in Mid Tier. |
Primary roles in BMC Helix Business Workflows
BMC Helix Business Workflows has the following primary roles:
- Case business analyst: Configures line of business, configures and manages templates, assignments, notifications.
- Case manager: Manages a team of case agents and views reports.
- Case agent: Creates cases, reviews open cases, responds to cases, and creates and maintains knowledge articles.
Along with these primary roles, other functional roles and permissions are granted by default to these roles. Learn more about the roles in Roles in BMC Helix Business Workflows.
Learn how to assign the roles in Mid Tier in Assigning IS Personas to People data.
Bundle access required for case business analyst
A case business analyst requires access to the following IS bundles to configure settings in BMC Helix Business Workflows:
- com.bmc.dsm.attachment-service-lib
- com.bmc.dsm.bwfa
- com.bmc.dsm.case-lib
- com.bmc.dsm.cognitive-lib
- com.bmc.dsm.catalog-lib
- com.bmc.dsm.edm
- com.bmc.dsm.email-lib
- com.bmc.dsm.flowsets-lib
- com.bmc.dsm.knowledge
- com.bmc.dsm.notification-lib
- com.bmc.dsm.search-lib
- com.bmc.dsm.shared-services-lib
- com.bmc.dsm.shared-components-lib
- com.bmc.dsm.slm-lib
- com.bmc.dsm.social-lib
- com.bmc.dsm.task-lib
- com.bmc.dsm.ticketing-lib
Where to go from here
Roles in Catalog
Out-of-the-box, BMC Helix Digital Workplace Catalog provides catalog roles that are required to perform tasks, such as creating and managing the service catalog, entitling services to users, and so on. These roles have a one-to-one correspondence with a set of IS Personas 
in Mid Tier. When users are created in Mid Tier, they can be assigned an IS persona that corresponds to a catalog role. However, we recommend that you assign roles from the Catalog console.
Role name: Catalog administrator
- Corresponding IS Persona: Catalog Admin
- License level: Fixed and Bundled Fixed
- Capabilities:
- Catalog administrator maintains all aspects of the service catalog, that include service templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows.
- The administrator also configures service connectors and performs other system administration functions, such as managing users and assigning sub-catalogs to catalog users.
Role name: Agent
- Corresponding IS Persona: Catalog Admin
- License level: Fixed and Bundled Fixed
- Capabilities:
- Catalog administrator maintains all aspects of the service catalog, that include service templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows.
- The administrator also configures service connectors and performs other system administration functions, such as managing users and assigning sub-catalogs to catalog users.
Role name: Internal supplier
- Corresponding IS Persona: Catalog Admin
- License level: Fixed and Bundled Fixed
- Capabilities:
- Catalog administrator maintains all aspects of the service catalog, that include service templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows.
- The administrator also configures service connectors and performs other system administration functions, such as managing users and assigning sub-catalogs to catalog users.
Role name: Catalog administrator
- Corresponding IS Persona: Catalog Admin
- License level: Fixed and Bundled Fixed
- Capabilities:
- Catalog administrator maintains all aspects of the service catalog, that include service templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows.
- The administrator also configures service connectors and performs other system administration functions, such as managing users and assigning sub-catalogs to catalog users.
Role name: Catalog administrator
- Corresponding IS Persona: Catalog Admin
- License level: Fixed and Bundled Fixed
- Capabilities:
- Catalog administrator maintains all aspects of the service catalog, that include service templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows.
- The administrator also configures service connectors and performs other system administration functions, such as managing users and assigning sub-catalogs to catalog users.
Role name: Catalog administrator
- Corresponding IS Persona: Catalog Admin
- License level: Fixed and Bundled Fixed
- Capabilities:
- Catalog administrator maintains all aspects of the service catalog, that include service templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows.
- The administrator also configures service connectors and performs other system administration functions, such as managing users and assigning sub-catalogs to catalog users.