Process Role Configuration 

Use

Process role configuration may include defining when users are assigned to the role, as well as adding default user assignments at design time.

This is not a required step in the process design. If you do not explicitly configure the process roles when designing the process, the user assignments for each available role are done when the process is being initiated. However, you can use this function to enable better control over the process initiation.

Activities

To configure process roles:

...

       1.      Open the gallery, select a process template, and open its design time.

       2.      To switch to edit mode, choose  (Edit).

Configuring Built-In Roles

You can configure the built-in roles that are created for each process – Administrator, Overseer, and Owner.

To do that, open the Built-In Roles tab page.

You can choose one of the following role types:

●     Initiation Defined – user assignments for the role are done at process initiation.

You can also configure the following options for the role:

○     Default Definition Required – with this option selected, you must also define a default user assignment for the role, as explained in section Defining Defaults.

○     Overwritable at Runtime – with this option selected, the defaults defined for the role can be overwritten when the process is being initiated.

●     Initiator – the user who initiates the process is assigned to the role.

Configuring Custom Roles

To configure the custom roles defined for the actions and blocks in the process, open the Roles tab page. You can consolidate the roles, if required, as described in Consolidating Roles.

The role types are the same that you can define for the built-in roles.

Defining Defaults

If you have configured a role type to Initiation Defined, you can also assign a default user to the role. At runtime, this user will process the action or block unless the assignment is modified when the process is started.

You can assign defaults to both active and inactive processes.

To define defaults:

...

       1.      Open the Default Roles tab page.

       2.      Add a user to the relevant roles.

       3.      Choose  (Save).

Assigning defaults is required only if the option Default Definition Required is selected. Otherwise, you may skip this activity.