Managing Organizational Roles
Organizational roles are used to designate specific competencies and functions within organizational units.
Organizational roles are used to designate specific competencies and functions within organizational units. Roles can be marked as external. Role types can group the organizational roles.
What is managed for organizational roles
In addition to the function-related roles managed in Bpanda (BPM Manager, Designer, Process Owner, etc.), independent organizational roles can be used when managing the organization in Bpanda.
Organizational roles are used to designate specific competencies and functions within organizational units. Role types can group these roles.
Organizational units in which a role is required can be assigned to an organizational role.
An organizational role can be linked to a process or a lane. This expresses, for example, that the role is responsible for carrying out the tasks within the lane. Based on this, such processes are displayed as relevant processes for the users assigned to the organizational role.
Opening and closing the Organizational Roles page tab
Prerequisites
You are a BPM Manager.
Context
Organizational roles as well as performing employees and assigned organizational units are managed in the Organizational Roles tab.
Processes that have links to the roles are assigned automatically and can be opened directly.
How to proceed
-
In the Main menu, select Organization.
The Organization page tab appears and the Organizational Structure tab is expanded by default.
-
To expand the Organizational Roles tab, click the arrow icon on the right.