System Roles (Administrator, Business Analyst, User Management)
System Roles are default profiles that allow you to effectively manage some actions within Flokzu.
Each role acts as a set of permissions that can be assigned to users, so every time you assign a role to a user, you automatically grant them certain privileges that are already configured by default. This makes it much easier to manage access to different functions and resources and ensures clearer organizational control.
In this post, we will explain in detail which roles come by default, what specific permissions they offer and how you can go about assigning them to users.
Users who are associated with the Administrator role will have access to all sections of the account. They will also have access to all processes and all instances generated in progress or completed.
Access all created process instances.
Create, edit and delete processes.
Give permission to edit a process.
Give permission to access the metrics and reports generated by a process.
Invite, edit and delete users.
Create, edit and delete roles.
Create, edit and delete custom reports.
Delete process instances.
Terminate process instances at any time.
Resend email notifying task assignment.
Activate intermediate timers before time.
Download search results.
Create, edit and delete databases.
Access to the Configuration section (Service Plans and Advanced Configuration).
The Business Analyst role, as its name suggests, will have the necessary permissions to solve the day-to-day administration of your organization's processes.
Create processes.
Create customized reports.
Create and edit databases.
Invite users.
Create, edit and delete user roles.
Download search results.
Access Real-Time and Historical metrics and reports -they will see the 3 views: by process, by role and by user.
Edit and configure processes that have been created by other users.
Reassign tasks.
Users in this role will have certain limitations compared to those with the Administrator role.
Delete users.
Delete custom reports.
Delete process instances.
Terminate a process instance at any time.
Resend email notifying task assignment.
Activate intermediate timers before time.
Delete Databases.
Grant access to edit a process or to access the metrics and reports generated by that process.
Access the Configuration section, which includes Service Plans and advanced account settings.
Users with this role will access the User Management menu and all its functionalities to manage the registration, deletion and modification of users.
Invite and delete users
Create and delete new user roles
Assign or remove user roles
Edit the users of the User Management role
Create, delete and edit user substitutions.
Create, edit and delete teams.
Edit members of the Administrator or Business Analyst roles.
Each role acts as a set of permissions that can be assigned to users, so every time you assign a role to a user, you automatically grant them certain privileges that are already configured by default. This makes it much easier to manage access to different functions and resources and ensures clearer organizational control.
In this post, we will explain in detail which roles come by default, what specific permissions they offer and how you can go about assigning them to users.
Administrator
Users who are associated with the Administrator role will have access to all sections of the account. They will also have access to all processes and all instances generated in progress or completed.
They can:
Access all created process instances.
Create, edit and delete processes.
Give permission to edit a process.
Give permission to access the metrics and reports generated by a process.
Invite, edit and delete users.
Create, edit and delete roles.
Create, edit and delete custom reports.
Delete process instances.
Terminate process instances at any time.
Resend email notifying task assignment.
Activate intermediate timers before time.
Download search results.
Create, edit and delete databases.
Access to the Configuration section (Service Plans and Advanced Configuration).
Business Analysts
The Business Analyst role, as its name suggests, will have the necessary permissions to solve the day-to-day administration of your organization's processes.
They can:
Create processes.
Create customized reports.
Create and edit databases.
Invite users.
Create, edit and delete user roles.
Download search results.
Access the following only if someone has given them access:
Access Real-Time and Historical metrics and reports -they will see the 3 views: by process, by role and by user.
Edit and configure processes that have been created by other users.
Reassign tasks.
Users in this role will have certain limitations compared to those with the Administrator role.
They cannot:
Delete users.
Delete custom reports.
Delete process instances.
Terminate a process instance at any time.
Resend email notifying task assignment.
Activate intermediate timers before time.
Delete Databases.
Grant access to edit a process or to access the metrics and reports generated by that process.
Access the Configuration section, which includes Service Plans and advanced account settings.
User Management
Users with this role will access the User Management menu and all its functionalities to manage the registration, deletion and modification of users.
They can:
Invite and delete users
Create and delete new user roles
Assign or remove user roles
Edit the users of the User Management role
Create, delete and edit user substitutions.
Create, edit and delete teams.
Cannot:
Edit members of the Administrator or Business Analyst roles.
Updated on: 06/09/2024
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