Detailed setup of assigned user-roles and generate desktops

The last step in the modeling project is to define and set up a more detailed authorization scheme by assigning roles to process steps instead of the main process. This is to set up an end user environment that is compliant to the segregation of duties of the customer.

To assign roles to process steps:

  1. Specify the end users and their responsibilities, in the customer’ s organization. As a starting point, consider using the DEM Content Pack employees and roles. Enter the employees in the repository of DEM and link the appropriate roles to employees.
  2. In the project model, link the appropriate role to each main process or business process activity and, if needed, change the authorization level.

  3. To use the information in the project model and roles, specify this information:

    • In the user DEM settings link the employee to the appropriate version and project model.
    • 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.
Hinweis

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.