FileNet P8 Application Engine, FileNet P8 Workplace XT, Version 5.2.1

Access roles for using Process applications (Workplace and Workplace XT)

In the context of Workplace and Workplace XT, administrators can define access roles in site preferences to specify who can access process applications. Also, the access roles restrict access to specific functionality within certain process applications.

The purpose is to protect the system configuration by providing specific administrative users access to administration and configuration applications, providing business analysts access to process design applications, and providing business users access to a process diagramming application.

Application access

The following table shows the correspondence between Process applications and access roles. If an access role is defined, you must log on to the corresponding application as a member of that role or of the SysAdminG group.

Important:

If an access role is not defined, any user who can log on to the corresponding Process application can run the application.
The name of an access role can change. The following table refers to the default role name.

Application	Access role
Process Administrator	PWAdministr ator
Process Configuration Console	PWConfiguration
Process Designer	PWDesigner
Microsoft Visio import in Process Designer	P8BPMProcess DesignerEX
Simulation Console	PSConsole
Simulation Designer	PSDesigner

Functionality access

The following table shows the access role or user group that you need to access specific functionality within an application.

Application	Functionality	Access role	User group
Process Designer	Use Diagram mode to create diagrams of processes.	PWDiagram
Process Designer	Use Design mode to create complete workflow definitions.	PWDesigner
Process Designer	Use Diagram mode.	PWDesigner
Process Designer	Transfer and launch workflows.	PWDesigner
Workplace	Transfer and launch workflows.	PWDesigner
Workplace XT	Transfer and launch workflows.	PWDesigner
Process Configuration Console	Configure workflow system.	PWConfiguration	Workflow system configuration Workflow system administration
Process Designer	Use Configuration features.	PWConfiguration	Workflow system configuration Workflow system administration
Process Administrator	Administer running workflows.	PWAdministrator	Workflow system administration
Process Designer	Use Administrator features.	PWAdministrator	Workflow system administration
Process Designer	Access running work items by using Personal Work Manager.	PWDesigner
Process Designer	Import Visio drawings.	P8BPMProcessDesignerEX
Process Simulator	Create simulations.	PSDesigner
Process Designer	Use Simulation features.	PSDesigner
Simulation Console	Run and manage simulations.	PSConsole
Process Designer	Use Simulation Console features.	PSConsole

For example, to create full workflow definitions and be able to make configuration changes, such as creating new queues, you must be a member of the following access roles: PWDesigner and PWConfiguration. Also, you must be a member of the workflow system configuration group. With just these access roles, you would not be able to access the following items:

Process Administrator or Simulation features in Process Designer
Process Administrator or Process Simulator applications