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User functions

Introduction to user functions in ConSol CM​

An additional user, also called participant, which is added to a case in the Web Client must have a user function which defines the user's role in the process. This user function can be purely informative or used to determine the process flow, for example in approval processes where additional users need to perform certain actions to move the case forward in the process. In addition, user functions allow to fine-tune permissions to cases, for example to grant certain rights only to users who are assigned to the case as main or additional user, see Permissions for cases.

User functions are assigned to roles. Users whose role do not have any user function assigned cannot be added as additional users to cases.

You can change the terms used for users and additional users on the TODO page.

Settings for user functions​

The following settings are available for user functions:

  • Internal name: The internal name of the user function.

  • Localized name: The localized name of the user function which is displayed in the Web Client.

  • For approval processes: Determines if the user function should be used in approval processes. If selected, the users with this function can make a decision which determines the process flow implemented in scripts.

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    This setting cannot be modified once the user function has been created.

Managing user functions​

User functions are managed on the User functions page of the Web Admin Suite. The following actions are available:

  • Create a new user function: Click the New user function button or duplicate an existing user function by clicking the Duplicate icon of a user function, and provide the desired settings, see Settings for user functions.
  • Deactivate a user function: You can deactivate a user function by clicking the Deactivate icon. Deactivated user functions cannot be assigned to additional users anymore, but are still displayed for existing additional users.
  • Activate a user function: You can activate user functions which are deactivated by clicking the Activate icon.
  • Sort the user functions: There are two ways to sort the user functions. You can either drag each function to the desired position or use the Move up and Move down icons to determine the order. This way, you determine the order in which the user functions are displayed in the Web Client.
  • Delete a user function: Click the Delete icon. Only user functions which are not assigned to any additional user of cases can be deleted. User functions which are not in use but assigned to roles can be deleted.
  • Assign a user function to roles: Select the desired roles in the Select roles to which the user function is assigned field.
  • Remove user functions from a role: The roles to which the user function is assigned are displayed below the Select roles to which the user function is assigned selector. You can click the X next to the name of the role to remove the assignment.