Assign user-roles and generate desktops

The last step in the modeling project is to define and link roles to processes or process steps to set up an end user environment. Based on an employee’s roles in the organization, user-specific desktops are generated.

You must perform the following steps:

  1. Define the user roles, and the responsibilities for each role, in the customer’ s organization. As a starting point, consider using the EBM model roles. Enter the roles in DEM and link the roles to the processes or activities that are part of the project model.
  2. Enter all relevant employees in the project model, link the appropriate user to each employee, and link one or more roles to each employee.

  3. To use the information in the project model and roles, complete one of the following steps:

    • Generate user dialog for all of the relevant employees and thereby create user-specific menus.
    • Activate the process browser to display the relevant roles and processes for a specific user. To activate the browser, select the Process Browser check box in the "Available in User Interface" section. This step does not require you to generate user dialog.
Note

Alternatively when you set up the Worktop or Web UI, the wizard asks you which DEM model you want to use. Select the project model that is applicable and the processes will become part of the user-specific setup.