2.3 User roles and functions

Review the 13 current Case Flow roles and the functions assigned to each role.

Role definitions and assigned functions

The following table lists the 13 current roles and their assigned functions.

Table 2-3 User Roles and Functions

Role Code	Role Name	Description	Assigned Functions
NAF_TENANT_ADMIN	Tenant Administrator	Administer the tenant’s case-review experience, including pages, views, workboards, workflows, skills, tags, feature access, and filing regulators.	NCF_ADMIN, NCF_APPLY_CASE_TAGS, NCF_CASE_FLOW, NCF_CLONE_CASE, NCF_CUSTOM_PROPERTY_REGISTRY_ADMIN, NCF_CUSTOM_PROPERTY_REGISTRY_ADMIN_OVERWRITE, NCF_FEATURE_ACCESS_ADMIN, NCF_FILING_REGULATORS_ADMIN, NCF_MANAGE_OBSERVATION_FEEDBACK_OPTIONS, NCF_MANAGE_RFD_EMAIL_TEMPLATES, NCF_MANAGE_TAGS, NCF_MANAGE_TRANSACTION_DECISION_OPTIONS, NCF_OBSERVATION_AUTO_ROUTING_ADMIN, NCF_PAGES_ADMIN, NCF_READ_RFD, NCF_READ_RFD_EMAIL_TEMPLATES, NCF_REQUEST_RFD, NCF_REVIEW_CASE, NCF_TAGS_ADMIN, NCF_VIEWS_ADMIN, NCF_WORKBOARD_ADMIN, NCF_WORKFLOWS_ADMIN, NCF_ENTITY_SCHEMA_REGISTRY_ADMIN, NCF_ENTITY_SCHEMA_REGISTRY_ADMIN_OVERWRITE, NXA_MANAGE_SKILL
NAF_TEAM_LEAD	Team Lead	Coordinate case handling through assignments, comments, and case actions, including bulk actions.	NCF_APPLY_CASE_TAGS, NCF_CASE_FLOW, NCF_CLONE_CASE, NCF_READ_RFD, NCF_READ_RFD_EMAIL_TEMPLATES, NCF_REQUEST_RFD, NCF_REVIEW_CASE
NAF_ANALYST	Analyst	Investigate cases, assign them, add comments, and perform actions such as closing or escalating cases.	NCF_APPLY_CASE_TAGS, NCF_CASE_FLOW, NCF_CLONE_CASE, NCF_READ_RFD, NCF_READ_RFD_EMAIL_TEMPLATES, NCF_REQUEST_RFD, NCF_REVIEW_CASE, NCF_SUBMIT_RFD
NAF_REGREPORT	Regulatory Reporting	Manage case actions and regulatory submissions, including completing reporting forms, exporting XML, and direct filing.	NCF_APPLY_CASE_TAGS, NCF_CASE_FLOW, NCF_READ_RFD, NCF_REVIEW_CASE
NAF_FILING_REGULATOR_MGR	Filing Regulators Manager	View and edit filing regulators and select the default regulator.	NCF_FILING_REGULATORS_ADMIN, NCF_CASE_FLOW, NCF_ADMIN
NAF_WORKFLOW_MGR	Workflow Manager	Configure workflows, their resolutions, eligibility for manual case creation, service-level agreements (SLAs), observation auto-routing, observation feedback options, transaction decision options, and Request for Data email templates.	NCF_CASE_FLOW, NCF_MANAGE_OBSERVATION_FEEDBACK_OPTIONS, NCF_MANAGE_RFD_EMAIL_TEMPLATES, NCF_MANAGE_TRANSACTION_DECISION_OPTIONS, NCF_OBSERVATION_AUTO_ROUTING_ADMIN, NCF_READ_RFD_EMAIL_TEMPLATES, NCF_ADMIN, NCF_WORKFLOWS_ADMIN
NAF_PAGE_MGR	Page Manager	Build and maintain pages, sections, and the placement and configuration of widgets and views.	NCF_ADMIN, NCF_CASE_FLOW, NCF_PAGES_ADMIN, NCF_VIEWS_ADMIN
NAF_VIEW_MGR	View Manager	Build and maintain views, their contexts, text and table widgets, and context rules.	NCF_ADMIN, NCF_CASE_FLOW, NCF_VIEWS_ADMIN
NAF_WORKBOARD_MGR	Workboards Manager	Configure workboards, including columns, visibility, default selection, archiving, and user access.	NCF_ADMIN, NCF_CASE_FLOW, NCF_WORKBOARD_ADMIN
NAF_TAGS_MGR	Tags Manager	Create, edit, activate, and deactivate tags.	NCF_CASE_FLOW, NCF_MANAGE_TAGS, NCF_ADMIN, NCF_TAGS_ADMIN
NAF_DATA_MGR	Data Manager	Can manage entity schema, case, and case actor custom property schemas.	NCF_ADMIN, NCF_ENTITY_SCHEMA_REGISTRY_ADMIN, NCF_CUSTOM_PROPERTY_REGISTRY_ADMIN
NAF_SKILL_DESIGNER	Skill Designer	Create skills and manage their versions, including drafting, deployment, activation, and deactivation.	NCF_CASE_FLOW, NCF_ADMIN, NXA_MANAGE_SKILL, NXA_VIEW_SKILL
NAF_SKILL_EXEC	Skill Executor	View skill-run results in widgets and use Nexus Agent chat.	NCF_CASE_FLOW, NXA_USE_CHAT_MESSAGE, NXA_USE_SKILL_RUN