Business Role

The Business Role (BUSROLE) reference page is used to define each instance of a business role. Note: The Enterprise Search Lite Indexer job must be run after changes are made to this page.

Field InformationField Information

Field Name

Description

Business Role ID

A unique identification of a business role for system use.  Business Role IDs less than 500000 are reserved for delivered and sample business roles. Numbering is controlled by a Unique Numbering record of R_BUS_ROLE.

Business Role Name

A required long descriptive name of a business role. This value is displayed to users in the User Profile panel.

Business Role Short Name

A required short descriptive name of a business role.

Business Role Description

A required lengthy description of a business role that is intended to capture the intended type of users for a business role.

Internal Business Role Description

An optional lengthy descriptive field to capture any type of internal information for subsequent business role administrators about a business role.

Active

An indication that can be used to prevent the association of a business role to a user. When not active, a role cannot be associated with a user and if already associated before being deactivated, the system will not display the role within the User Profile panel.

Web Home Page ID

The identification of the Web home page associated with the business role. A successful save of the business role updates the Associated Business Role field on the Home Page Configuration reference page.

Mobile home pages are filtered out from the pick list, so that only a regular web home page can be associated  with a Business Role.

Web Home Page Name

The inferred Web Home Page Name for the selected Home Page ID for informational purposes.

Mobile Home Page ID

The identification of the Mobile home page associated with the business role. A successful save of the business role updates the Associated Business Roles field on the Home Page Configuration reference page.

Web home pages are filtered out from the pick list, so that only a mobile home page can be associated with a Business Role.

Mobile Home Page Name

The inferred Mobile Home Page Name for the selected Home Page ID for informational purposes.

Role Type Information

This optional setting for a business role extends certain system features to a subset of business roles.

  • Manager, Employee, or Clock User determine how certain Human Resource Management pages (for example, Travel, Time and Leave, and Employee Search) are displayed. Note: If Manager or Employee is selected, then a User Type can be specified on the User to Business Role Association page.

  • Customer is the setting designed for use with Customer Self Service but can be used for any external user business role.  When selected, the application landing page has many features turned off to keep the user on just what is presented on the home page or in the Primary Navigation Panel (left panel).

  • Vendor is the setting designed for use with Vendor Self Service. This option is reserved for a future feature.

Roles that do not need this distinction should leave the field blank.

Primary Application

This field is not used at this time.

Available when Restricted

When a business role should be available in an external application (for example, Vendor Self Service), this indication must be true. An indication of false will prohibit the role in an external application.

Enable General Business Process

This check box should be selected if the Business Role should display the General Business Process menu in the Primary Navigation Panel (left panel). This check box is delivered not checked.

Enable Business Intelligence Business Process

This check box should be selected if the Business Role should display the Business Intelligence Business Process menu in the Primary Navigation Panel (left panel). This check box is delivered not checked.

Propagate to EngageHub

This check box should be selected if the Business Role should be synchronized to the EngageHub platform. By default, this check box is delivered unchecked.

Enable Global Search Create New

This check box can be used to enable the “Create New” feature in the Global Search Results at the Business Role level instead of system-wide. When the ENABLE_ADVANCED_GLOBAL_SEARCH parameter is enabled (set to true) and the ENABLE_GLOBAL_SEARCH_CREATE_NEW parameter is disabled (set to false) on the ERP Application Parameters (ERPCTRL) page, select the check box for specific Business Roles so that the Create New action is displayed in the Global Search results when the user’s current role has this check box selected.

External Role

This check box helps organizations clearly separate internal and external business roles for improved governance.

  • When selected, a Business Role is treated as an external role. When not selected, the Business Role is treated as an internal role.

  • By default, this check box is automatically selected (locked/grayed out) when the Role Type Information is defined as Customer or Vendor, since these role types are inherently external.

When a Screen Guide or Video is marked as ALL Business Roles, it is typically visible to all users. However, if a Business Role has the External Role check box selected, content mapped to ALL Business Roles will not be displayed to users assigned to that external role (for example, Customer or Vendor).

Delivered Business RolesDelivered Business Roles

The following table lists the delivered Business Roles, along with important information.  Please read carefully before making any changes to Business Roles in this table!

Business Role ID / Business Role Name

Description

Important Warnings

501 / Employee

This is the delivered Business Role for Employees.  The Role Type Information field is set to Employee and should NOT be changed.  The Role Type Information determines how certain HRM pages are displayed in the application.  

This Business Role record should NOT be deleted and must always be associated with the Employee Role Type Information. The Business Role ID should not be changed (that is, must be 501).

502 / Manager

This is the delivered Business Role for Managers.  The Role Type Information field is set to Manager and should NOT be changed.  The Role Type Information determines how certain HRM pages are displayed in the application.

This Business Role record should NOT be deleted and must always be associated with the Manager Role Type Information. The Business Role ID should not be changed (that is, must be 502).

300001 / System Administration

This role contains all of the configuration and inquiry pages for managing the CGI Advantage ERP.

 

400000 / Vendor

This is the delivered role for the VSS Vendor user that can access the functionality made available to external vendors. This can include Account Maintenance, Financial Inquiries, Business Opportunities, Catalog Management, and Grant Opportunities, depending on the site’s configuration.

This Business Role record should NOT be deleted. The Business Role ID should not be changed (that is, must be 400000).

400001 / VSS Administrator

 This is the delivered role for the VSS Administrator.  A user that logs into VSS with this role is able to access administrator pages and the online help in VSS is specific to the administrator role.

This Business Role record should NOT be deleted. The Business Role ID should not be changed (that is, must be 400001).

400002 / Internal Vendor

This is the delivered role for the internal vendor. It requires the Role Type Information setting of Vendor. VSS Administrators can be assigned this business role to view the system as a selected vendor would see the Vendor Self Service environment. When logged in as this role, the system prevents updates to vendor specific data.

This Business Role record should NOT be deleted. The Business Role ID should not be changed (that is, must be 400002).

400003 / Customer Self Service Role

This is a sample delivered role for Customer Self Service. It requires the Role Type Information setting of Customer in order to trim down the presentation of CGI Advantage to an external user.

This Business Role record should NOT be deleted. The Business Role ID should not be changed (that is, must be 400003).