Roles are designed for usage in the PAS components Designer and BPaaS. Use roles in BPMN (Designer) and EPC (BPaaS) models to create approval workflows where designated user groups are only allowed to execute specific process steps instead of the whole process. New roles can be created during modelling as well as in the user management.

However, roles can only be maintained within the user management: In Menu Roles you can create, rename and translate roles. And the user management is also the place where administrators can assign roles to users.

Go to the Designer Guide > Modeling BPMN for further information about the usage of roles in BPMN-based Designer services. In chapter Role-based Authorization Concept the application of roles is explained in detail.

Go to the BPaaS Guide for further information about the usage of roles in EPC-based BPaaS applications.

Menu "Roles"

Administration Guide > Managing Roles > menu_roles.png

Menu Roles allows to create new roles and to edit existing ones.

It contains the following menu options:

Roles
Add Role

Administration Guide > Managing Roles > roles_list.png

In the Roles menu, a list of all roles is displayed in the content area.

This list contains the following information:

Name
Activated (Yes/No)

Administration Guide > Managing Roles > empty_role_datasheet.png

Selecting Add Role in the sidebar menu.

An empty role data sheet opens.

The Role Data Sheet

For every role one data sheet is created, containing the following sections:

Master Data
User
Translations
Meta

Master Data

Administration Guide > Managing Roles > role_master_data.png

You can manage the basic data of a role in the Master Data section.

Administration Guide > Managing Roles > role_active.png

Role active

The checkbox indicates whether the role is activated or not. If you create a new role, default is active.

Only active roles can be used in BPaaS.

Administration Guide > Managing Roles > role_name.png

Name

While creating a new role, field Name is mandatory. In this field, the technical name of the role is defined.

If you want to use different display names in Scheer PAS BPaaS, use window Translation.

Administration Guide > Managing Roles > role_description.png

Description

You can insert an explanatory description of your role in this field.

User

Administration Guide > Managing Roles > role_user.png

In the User section, the role can be assigned to all users who should be able to execute process steps limited to this role:

Assign: The button opens the list of available users. From the list, choose the users you want to assign to this role.

Translations

Meta

Administration Guide > Managing Roles > role_meta.png

The Meta section contains a list of the roles' meta data such as:

UUID: The UUID allows to identify the role.
Created at: Contains the creation date of the role.
Modified at: Contains the date of the last modification.
Modified by Contains another UUID which allows to identify the last editor of the role.