Functional role overview

A functional role is a collection of multiple application roles. It allows a user to work on multiple BMC Helix Innovation Studio applications without the administrator having to map multiple groups to application roles and then assign these multiple groups to users.

After you create a functional role, the server automatically creates a new group for the corresponding application role if it is not already mapped to any group. The server maps the application role to the new group. You can then assign this functional role to a person to provide the required permissions to the application.

Scenario

Consider a scenario where Chris, the Case Agent, uses the BMC Helix Business Workflows application to create a case for an issue. Along with the BMC Helix Business Workflows application, Chris uses the following applications to issue and resolve the ticket:

  • Knowledge Management, to refer to an existing knowledge article to resolve the issue, or create a new Knowledge article for future use.
  • SLM Service, to provide the correct level of service to meet the needs of the issue.
  • Notification Service, to notify users with the case details. 

Therefore, Chris requires permission to these applications to resolve a ticket. The administrator creates a functional role for Chris, enabling him to perform his tasks.

Administrators can create functional roles to meet their business use cases. For instructions on creating a functional role, see Creating-and-assigning-functional-roles. 

The following image illustrates the concept of a functional role by using an IS Persona:

IS Persona overview.png

Benefits of functional roles

Functional roles provide the following benefits:

  • Provides application permission only to users. 
    Functional roles do not provide permissions to object definitions, such as record instances and view definitions. 
  • Enables the administrator to assign multiple application roles to a person. 
    This provides the person with permission to access and use multiple BMC Helix Innovation Studio applications. 
    For example, you can create a functional role Case Agent which is a collection of multiple application roles and provides the user permissions to access multiple applications such as, Knowledge Management, SLM Service, and Notification Service. 
  • Eliminates the need to create new groups and the mapping between groups and application roles. 
    The server automatically performs the task of creating a new group and mapping the group to the corresponding application role.  
  • Enables you to develop and test the application on one server and deploy it to a number of other servers without having to redefine permissions on each server.
  • You can import functional roles to a different server without creating groups and mapping them to their application roles. 

Where to go from here

Step

Action

Reference

1

Create a functional role.

2

Assign functional role to People data


 

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