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Manage users

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When a process is defined, the business analyst defines a number of actors. An actor is a placeholder for the person who will carry out a task. For example,an actor called hr_admin is a placeholder for any of the administrators who work in the human resources department. Before a process can be used, you musthave information about the people who play a role in the process. For each person, there is a user definition.

Users are organized in groups that represent the teams within the company, for example, Sales, Consulting, or HR. A user can belong to more than one group,and in each group the user has a role. A membership defines a group that a user belongs to and their role. A user can have several memberships, but onlyone membership per group. The default role is member.

For example, James Green is the manager of the Sales team in London, and has three memberships:

  • role team_manager in london_sales
  • role member in sales
  • role member in london_staff

Every user has a manager, and can also have a delegee who can take action on the user's behalf if the user is not available.

Before a process is deployed, the actors must be mapped to users. The actor mapping can use all these aspects of the user definition. For example, an actorcan be mapped to a specific user, a user's manager, any member of a group, any member of a group with a specific role, etc.

The process administrator can:

  • Define users and user information
  • Assign a user to a group
  • Assign a user to a role
  • Assign a user's delegee(s)
  • Assign a user's manager
  • Assign team members to a manager