Managing Process Roles

Overview

You use process roles to assign tasks to process engine users. These tasks can be accessed, for example, using the external interface (refer to REST API) or the INUBIT IS Configuration Utility (refer to INUBIT IS Configuration) with the operation getTaskList.

The assignment between process roles and process engine users can be done in the configuration — as described in the following chapters — or alternatively via connections between roles and persons in organizational diagrams that BPM task rules are working on.

The INUBIT administrator root has the bpcadmin process role in order that root can access the Business Process Center (BPC).

Creating Process Roles

Proceed as follows

  1. In the INUBIT Workbench display the Administration > General Settings > Process User > Server tab.

  2. In the Process Roles property, click administration guide gear icon to open the Process Roles dialog.

  3. Open the context menu and select New process role…​. A dialog is displayed.

  4. Enter the name of the new process role.

  5. Optionally, enter a comment.

    To change the comment later, select the role, open the context menu, and select Edit properties.

  6. Click OK to close the dialog.

→ The process role is generated.

You can now use the process role, for instance to assign roles in the Task Generator or in an Organization Diagram.

Assigning Process Roles and Changing Existing Process Role Assignments

You can directly assign process roles to Process Engine users.

In organization diagrams you can also assign process roles to the Role and Supervisor (role) elements.

Refer to Assigning Users, Portal Users, and Process Roles

Proceed as follows

  1. In the INUBIT Workbench display the Administration > User Manager tab.

  2. Select the user to whom you want to assign a process role.

  3. Open the context menu and select Edit process role…​. A dialog opens.

  4. Enable the checkboxes for those process roles you want to assign to the user. You can change existing assignments by selecting further checkboxes or removing checks.

  5. Click OK to close the dialog.

In order to check your changes, open the Process Roles tab. There, the user is displayed below the newly assigned process roles or is no longer displayed below the unassigned role.

Suspending Role Assignments

Proceed as follows

  1. In INUBIT Workbench display the Administration > General Settings > Process User > Server tab.

  2. At the process role whose role assignment you want to delete click the + button.

  3. Select the user.

  4. Open the context menu and select Suspend role assignment…​.

  5. Confirm the call back.

→ The assignment is deleted. The user is not displayed below the process role anymore.

Deleting a Process Role

Prerequisites

A process role can only be deleted when it no longer has any assigned users.

Proceed as follows

  1. In the INUBIT Workbench display the Administration > General Settings > Process User > Server tab.

  2. Select the role to be deleted.

  3. Open the context menu and select Delete process role…​.

  4. Confirm the call back.

→ The process role is deleted and no longer displayed in the tab.

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