Roles

Create roles that can be assigned to users, states, transitions, and filters on the Roles tab. 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.

Add

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

Delete

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

Select File > Save to record changes you make in Process Framework Administration Tool to the database.

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

Role

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

Session Administrator

Users with the ability to delete sessions from Session Manager.

Session Approval Officer

Assigned to an approval officer. It allows the user to reject, approve, and post sessions.

Session Editor

Can create, open, save, edit, and submit sessions. These users can also delete sessions they create. By default, a user with this role has access to the Open Edit Session task.

Session ALWAYS Mobile User

Users with the ability to transfer session packets to and from the mobile environment. You must assignthe Session Editor and Session Mobile User roles to these users. 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 the ability to transfer session packets to and from the mobile environment. You must assign the Session Editor role to these users.

Session Redline Technician

Users with 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

Design Approval Officer

These users have the ability to reject, approve, and post designs.

Designer

Allows the user to create, open, save, edit, and submit designs as well as apply As-Built changes. Users with this role can also delete designs they create.

Express Power User

Have the same abilities as the designer role, plus the ability to edit features in a design with tools such as the Cost Item Library Manager.

The Role field must be EXPRESS_POWER_USER, spelled and formatted exactly as shown. Assign this role to any users that will need to access the Cost Item Library Manager.

WMS Account Representative

Allows the user to create and edit work requests.

WMS Administrator

Users with the ability to delete designs and work requests from Workflow Manager.

WMS ALWAYS Mobile Designer

Users with the ability to transfer design packets to and from the mobile environment. You must also assign the Designer and WMS Mobile Designer roles to these users. This role differs from the WMS Mobile Designer role in that the user is considered to be always in the field. Consequently, 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

Can use the Copy Design subtask.

WMS Mobile Designer

Users with the ability to transfer design packets to and from the mobile environment. You must also assign the Designer role to these users.