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Manage Roles

This section is applicable for administrators or users with additional permissions.

Depending on the way users are created in the Platform, the following default roles are assigned to every users in your organization.

Default Roles Description
<Account name>_AdminRole

For a user created by selecting the Account Manager toggle. This role has the permission to view, add, update, and delete the features of Process Runner Cloud.

Note: When a user is created by selecting the Account Manager toggle and without assigning a license type, the <Account name>_AdminRole is still assigned automatically.
<Account name>_NoLicUserRole

For a user created without selecting the Account Manager toggle and without assigning a license type. This role has no permissions for any of the features of Process Runner Cloud.
<Account name>_StdUserRole

For a user created without selecting the Account Manager toggle. This role has view permissions for all the features of Process Runner Cloud.

Note: You can set a custom role as the default role for standard users. All newly created standard users are automatically assigned to the custom default role instead of <AccountName>_StdUserRole. For more information, see the details below.

The Roles feature allows you to create, update or delete a custom role for your organization. After creating a custom role, you need to assign the role to the user by selecting their name in the Manage Users section.

Perform the following steps to create, update or delete a role:

  1. Sign in to the Process Runner Cloud URL for your organization. The Users page appears.
  2. On the side navigation bar, select Roles. The Roles page appears.
  3. Perform the following steps to create a role:
    1. In the pane on the left side, select Add Role. The Add role dialog appears.

    1. In the Role name section, enter the name of the role.
    2. Select Set as default role to make the role the default for standard users.
    3. Optionally, enter the Normalized name and Description for the role.
    4. Expand the following modules to select tasks that the users for the role can perform:
      • Administrator Privileges: Allows users to perform administrator tasks, such as managing roles.
      • Control Panel: Allows users to perform Control Panel tasks, such as managing queries or rules, SAP system or Processes.
      • Dashboard: Allows users to perform Dashbaard tasks, such as view and export or download reports.
      • Eshare: Allows users to perform Eshare tasks, such as share or edit the Eshare files.
    5. Select Add Role. The user role is added.
  4. Perform the following steps to update a role:
    1. From the Roles page, select the role you want to update. A dialog with the role details appears.
    2. Optionally, make changes to Role name, Normalized name, Description, and Product Permissions.
    3. Optionally, select or clear the Set as default role checkbox to assign or remove the role as the default for standard users.
    4. Select Update. The user role is updated.

    Note: You cannot update the permissions of the default roles.

  5. Perform the following steps to delete a role:
    1. From the Roles page, select the checkbox next to the role you want to delete.
    2. In the pane on the left side, select the trash icon (). The user role is deleted.

    Note: You cannot delete the default roles.

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