Roles

This tab allows you to create roles that can be assigned to users, states, transitions, and filters. A role assigned to a user determines who has permission to perform modifications to a node's internal state or transition a node to a new state. A Role assigned to a state, transition, or filter indicates the role a user must have to edit the state, perform the transition, or utilize the filter.

Click Add to create a new row (or role) and edit fields as necessary.

Select a row and click Delete to remove it. A confirmation screen will ask you to confirm deletion.

Changes made in Process Framework Administration are not reflected in the database until the File | Exit or File | Save menu has been clicked.

Each role has a specific set of permissions in the default workflow. For example, if you want your approval officer to have the ability to create new sessions, you must assign the Session Editor as well as the Session Approval Officer role.

If you have licensed Designer and installed Workflow Manager, additional roles will be visible.

Field Descriptions

Field	Description
Role	Login name for the user. If using an SDE database, Workflow Manager and SDE must share the same user name for each user.
Role Name	This is what's displayed in the user interface when selecting a role from a filter.
Description	A description of the role.
Extensions	The extension in which the role is used.

Session Manager Roles

Role	Description
Session Administrator	Users with this role have the ability to delete sessions from Session Manager.
Session Approval Officer	This role may be assigned to an approval officer. It allows the user to reject, approve, and post sessions.
Session Editor	This role allows the user to create, open, save, edit, and submit sessions. A user with this role may also delete a session he has created. By default, a user with this role has access to the Open Edit Session task.
Session ALWAYS Mobile User	Users with this role have the ability to transfer session packets to and from the mobile environment. Users with this role must also have the Session Editor and Session Mobile User roles assigned. This role differs from the Session Mobile User role in that the user is considered to be always in the field. Therefore, packets assigned to a user with this role automatically update the enterprise and are sent immediately to the field.
Session Mobile User	Users with this role have the ability to transfer session packets to and from the mobile environment. Users with this role must also have the Session Editor role assigned.
Session Redline Technician	Users with this role have the ability to open a session for redlining (not editing). This role also allows users to create sessions. By default, a user with this role has access to the Open Redline Session task.

Workflow Manager Roles

Role	Description
Design Approval Officer	Users with this role have the ability to reject, approve, and post designs.
Designer	This role allows the user to create, open, save, edit, and submit designs as well as apply As-Built changes. A user with this role may also delete a design he has created.
Express Power User	In addition to having the same abilities as the designer role, power users also have the ability to edit the features used in the design by using tools such as the Cost Item Library Manager. When creating this role, the Role field must be spelled and capitalized exactly as shown here: EXPRESS_POWER_USER. Assign this role to any users that will need to access the Cost Item Library Manager.
WMS Account Representative	This role allows the user to create and edit work requests.
WMS Administrator	Users with this role have the ability to delete designs and work requests from Workflow Manager.
WMS ALWAYS Mobile Designer	Users with this role have the ability to transfer design packets to and from the mobile environment. Users with this role must also have the Designer and WMS Mobile Designer roles assigned. This role differs from the WMS Mobile Designer role in that the user is considered to be always in the field. Therefore, packets assigned to a user with this role automatically update the enterprise and are sent immediately to the field. This role must be assigned in order for designs to be successfully transferred between Mobile users.
WMS Copy Design	This role allows the user to use the Copy Design subtask.
WMS Mobile Designer	Users with this role have the ability to transfer design packets to and from the mobile environment. Users with this role must also have the Designer role assigned.