The sets of sections displayed on the bpm’online side panel for different user groups (roles) are called workplaces. You can set up any workplace by creating a list of sections that are necessary for the users in their everyday work. The sections that are not included in it will be hidden from the main application menu.
The list of available workplaces may vary depending on the user group. For example, a [Communications] workplace may include [Activities], [Calls] and [Feed] sections to be available for all system users, and a [Supervisor] workplace may include [Process log] and [Dashboards] sections to be available for the system administrators group only.
Access to the workplaces does not affect the access to the system. The full set of bpm’online sections, including the sections not included in any workplace, will still be available on the application home page.
To access the workplaces setup
1.Open the system designer by clicking the button at the top right corner of the application window.
view the list of available workplaces
add or modify workplaces
configure workplace settings
Provide access permissions to the workplace for different functional and organizational user rioles.
How to Set up the workplace list
How to set up workplace
Workplace setup page is used to add a new workplace or edit an existing one.
The [Name] field contains the name of the workplace, for example, “Main”.
How to set up sections in the workplace
You can set up a list of section in the workplace via the toolbar on the Sections detail.
In the window, select the needed sections and click [Select].
To remove a section from a workplace, select the required record in the block and click [Delete] in the button menu.
The sequence of the records in the Sections detail is the sequence in which the sections will be displayed in the side panel of the application. To move the required detail record up or down, select it and click the or buttons.
Sections configuration is preformed in the
How to set up user roles that need to access the workplace
Organizational and functional user roles that need to access the workplace are displayed on the User groups detail.
To set up access to the workplace:
A list of functional and organizational user roles can be configured in the “Users and administration” group of the system designer.
2.Select the roles you need and click the [Select] button. Selected roles will be added to the User groups] detail of the workplace.
As a result. All users of the selected roles will have access to the workplace.
The changes will be applied after the user logs in the next time.