A role is a specific function an employee will perform. For example, an employee who is at the Manager level in the hierarchy of the Org Chart may be assigned a role of “Human Resources Manager” or “Project Approval.”
Before a role can be assigned to an employee, it must be created.
Within OnBase Studio, you can configure roles that can be used in load balancing queues and rule queues. A role is a specific function an employee will perform. In order to assign users to roles, you must create defined roles. To configure roles:
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In the Home ribbon within the System ribbon group, click Roles.
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Click Add.The Role Configuration dialog is displayed.
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To add users to the role, click Add. The Users dialog is displayed.
You can locate a specific, existing role by entering text that will identify the role in the Find field. The roles displayed will be narrowed down to the roles that contain the characters entered.
You can modify a role by selecting it and clicking Modify.
You can delete a role by selecting it and clicking Delete.