Articles on: Users and Roles
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What is a 'role'? How many roles are there by default?

Types of Roles



There are two types of roles in Flokzu:

System roles



These are roles that are created by default and cannot be removed. There are 4 system roles: All Users, Business Analyst, User Management and Administrator. You can check the details and differences in this post.


What are the characteristics of these roles?



All Users: This role groups all users in the organization, including those who have not yet accepted the invitation. This role is updated in real time. This means that if you add or delete a new user, it will automatically be modified. This role is not editable.

Business Analyst: Users with this role will have access to advanced functionalities, such as Metrics and Reports, Databases, process configuration and some sections of User Management. This causes them to see additional sections in the Flokzu menu that other users do not see.

User Management: Users with this role will have access to the User Management menu and all its functionalities to manage the registration, cancellation and modification of users.

Administrator: Administrator users will also have access to the full menu of functionalities. In addition, they will be able to assign or remove the Administrator or Business Analyst role to another user and edit the organization's configuration. Only administrator users will be able to view or modify the service plan to which the organization subscribes. Users with this role will have read permission on all process instances created and will be able to reassign tasks at any time. Administrators are the only users who can delete a process instance.


User Roles



Are the roles you can use to group users in your organization based on different criteria, such as their job titles, locations or other relevant criteria. Roles have various applications in assigning tasks and in communicating via e-mail or assigning permissions.

In particular, roles are very useful for assigning tasks or sending e-mails to a group of users. A task can be assigned to a role, but if that role was not assigned to any user, the task cannot be completed as it will not be assigned to any user.


Role Management



To manage the roles of your organization and its members you must access the User Management menu from the side menu, and from there enter the list of user or system roles.


Please note that to access the "User Management" section you must have at least one of the following roles: Business Analyst, User Management or Administrator.

Business Analyst: You will only be able to edit user roles, as they are directly related to your process models.
User Management: You will be able to edit user roles and the members of the User Management role itself. They will not be able to modify the members of Business Analyst and Administrator.
Administrator: They have full control over all roles.

Updated on: 06/09/2024

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