Roles
Introduction
Roles define the user’s access to the system and what the user is allowed to see. The system distinguishes between several business, business administration and system roles.
The default system roles include the administrator, rulesadministrator, resources-manager, workflow-designer, log-viewer, starter, member, dashboard-admin, dashboard-manager and dashboard-user.
Creating new roles
The administrator can create additional system and business roles. Business roles can be assigned to users within a group and are used solely for informative purposes within custom workflows.
Attribute | Description |
|---|---|
Create role | The 'Create Role' button will open a detailed view in order o create a new role for the system. |
Name | The new role needs to be given a name. |
System Resource Level | Via a drop-down, the desired roles need to be selected. This can either be a business role, a business administration role or a system role. |
Save | The creation will take effect once the button 'Save' was clicked. Only custom roles can be deleted after creation. |
Available roles
Role/Right | Description |
|---|---|
administrator | The role administrator grants access to the Administrations view, where the general properties and users/groups can be managed. |
dashboard-user | Can log into the dashboard and change widget variables. |
dashboard-manager | Same as dashboard-user and additionally is able to create new dashboards, change dashboard layouts, see the list of widgets, add widgets, delete widgets and change locked widget variables. |
dashboard-admin | Has the same rights as the dashboard-manager and additionally can create console widgets, save new widgets, change widget variables and change existing widgets. |
log-viewer | Can see the logs section in the administration in order to download logs. |
member | The role member grants the user general access to the system. The role member is obligatory for every user. |
resource-manager | This role allows users to access the resources section in the administration. |
rulesadministrator | Enables administrators to create or change rules matrices in the administration view. Rules matrices can be used to map rules within a workflow (e.g. approval limits). |
starter | The role starter enables users to technically start process instances. Additionally the user has to be in the starter groups of the specific workflows. |
workflow-designer | The role workflow-designer enables the user to deploy and change workflows. |
guest | This role is deprecated and was only used in the old TIM UI (roots). |
processmanager | This role is deprecated and was only used in the old TIM UI (roots). |
smartfrom-architect | This role is deprecated and was only used in the old TIM Form Suite (TSS). |
smartfrom-designer | This role is deprecated and was only used in the old TIM Form Suite (TSS). |
smartfrom-expert | This role is deprecated and was only used in the old TIM Form Suite (TSS). |
Role team-manager
The role team-manager, which can only be given within a group to specific members, defines one or more users as 'team leader' for a given group. A team-manager has the ability to assign tasks. In contrast to the assignment-function of the workflow owner, the team-manager may not pass a task to any other group; rather, tasks may only be assigned to a user within the specific group.
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