Role Management

A Business Group is a logical and functional grouping of different roles. A role can form part of more than one Business group. The Business Group is always the first thing you need to create in a new site.

Role Management can be performed in the WorkFlow Designer or in WorkFlow.

Only users with the appropriate rights will be able to add, edit or delete Roles in WorkFlow or in WorkFlow Designer. In WorkFlow Designer, if Business Groups are not showing in the explorer pane, check that the Read and Write boxes are checked for Business Groups in the Options Editor.

If you are not able to access the Roles under Manage in WorkFlow , in WorkFlow Designer use the Options Editor, check that the user has access to Read and Edit Users.

For more information on how to manage Options, click here.

Properties of a Role Group

Attributes
Business Groups	Using this property, you can make a role part of more than one business group. When you click in this property, you will see an option button. If you click on this button, you can configure the business groups containing this role.
MetaData	This property allows you to define meta data for this role. Meta data is additional data you want to store for your roles. When you click in this property, you will see an options button. If you click on this button, you can configure meta.
Tracking Rights	Using this property, you can specify which processes this role is allowed to track. By default, a role that starts the process can track the process. The Tracking Rights property allows you to configure additional tracking permissions.

Cost
Resource Cost	Specify, in hours, the cost of this resource. This property is used to determine the total cost of a process.

Identification
Assigned User	This property displays the user who is assigned to this role. You cannot assign users in this property; you can only see which user is assigned. To assign a user to this role, use the role property on the user.
Description	Specify a description for the role in this property.

Identifier
ID	This property displays the ID of the business group to which this role belongs. This property can be different for different instances of the role. This is because the role can belong to several business groups.
Parent ID	A numerical value which uniquely identifies the role. This property is automatically assigned, and used internally by XMPro.

Routing
Escalate To	Specify the role to which this role’s unresolved activities must be escalated.
Report To	This property specifies the role to which this role reports. This is used by the Event Create property of XMPro activities to determine, for example, who needs to approve this role’s request.
Route To	Specify to whom this role’s activities must be routed if the user attached to this role is not available. The availability of the user is specified on the Available property of the user. Typically this will be a user who is on the same level in the organization as the user.