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

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Related topic

Configuring-a-line-of-business

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.

Define configurations that are applicable globally or for specific companies.

Configure BMC HelixGPT to use for BMC Helix Business Workflows.

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.

Learn and understand the out-of-the-box data in the content packages.

Create case sources that can be used by case agents while creating a case.

Enable search on dynamic data, attachments, and social activities for cases and task.

Learn how to customize the Person extension form.


 

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