Roles That Give Workflow Administrators Access
Workflow administrators for a specific product family need a predefined, family-specific workflow role to access tasks and manage submitted tasks for that family. To configure workflow tasks, they also need BPM Workflow System Admin Role (BPMWorkflowAdmin).
For example, administrators with the family-specific roles can do things like reassign submitted tasks, but they also need BPM Workflow System Admin Role to define approval rules. Other than the family-specific workflow roles, there's also BPM Workflow All Domains Administrator Role (BPMWorkflowAllDomainsAdmin). This gives administrators access to all product families. Assign to the administrators a role that contains the workflow roles appropriate for their needs.
Workflow Roles
Here are the roles that give access to workflow administration.
Product Family |
Role Name |
Role Code |
---|---|---|
All |
BPM Workflow All Domains Administrator Role |
BPMWorkflowAllDomainsAdmin |
All |
BPM Workflow System Admin Role |
BPMWorkflowAdmin |
Financials |
BPM Workflow Financials Administrator |
BPMWorkflowFINAdmin |
Higher Education |
BPM Workflow Higher Education Administrator |
BPMWorkflowHEDAdmin |
Human Capital Management |
BPM Workflow Human Capital Management |
BPMWorkflowHCMAdmin |
Incentive Compensation |
BPM Workflow Incentive Compensation Administrator |
BPMWorkflowOICAdmin |
Procurement |
BPM Workflow Procurement Administrator |
BPMWorkflowPRCAdmin |
Project Management |
BPM Workflow Project Administrator |
BPMWorkflowPRJAdmin |
Sales |
BPM Workflow Customer Relationship Management Administrator |
BPMWorkflowCRMAdmin |
Supply Chain Management |
BPM Workflow Supply Chain Administrator |
BPMWorkflowSCMAdmin |
Things to Know About the Roles
Here are some things to know about how these workflow roles should be used and what the roles let administrators do.
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If your administrators manage workflow for multiple product families, you should give those users a custom role with the appropriate family-specific workflow roles added.
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If your administrators manage workflow for all product families, give them a custom role with BPM Workflow All Domains Administrator Role.
Caution: Assign BPM Workflow All Domains Administrator Role only if your administrators really do need access to workflow tasks from all product families. For access in multiple product families, but not all, use the workflow roles for the corresponding families instead. -
All administrators can see to-do tasks, no matter which role they have for workflow administration.
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Only administrators with either BPM Workflow All Domains Administrator Role or BPM Workflow System Admin Role would have Skip Current Assignment as an action to take on workflow tasks.