Assigning an Object to a Person
A business role can be assigned to a person:
• for a specific object
Example: Anne Martin is Process Manager for the Purchasing business process.
• to a given geographical location
Example: David Oldfield is Risk Manager at London Branch.
• to a given geographical location for a specific object
Example: Tom Woods is Process Manager for the Purchasing business process at Boston branch.
So that the person can play these business roles, you must assign him/her the necessary rights on tools and data.
The business role of a person depends on the repository in which he/she is working. A person can have a given business role in repository R1 and another business role in repository R2.
Assigning an object to a person (Web Front-End)
To assign an object to a person:
1. Access the properties of the person.
2. In the Assignments tab, click Object Assignment.
3. Click
New 
.
4. Click the drop-down menu in the Business Role field and select the business role concerned.
5. (If necessary) In the Assigned Object field, click the arrow and select Find.
In the query dialog box:
• (if necessary) in the first field, select the object type to find.
• (Optional) in the field, enter the characters to find.
• Click
Find 
.
• Select the object and click OK.
6. (if necessary) In the Assignment Location field, click the arrow and select Connect.
In the query dialog box,
• (if necessary) in the first field, select the object type to find.
• (Optional) in the second field, enter the characters to find.
• Click
Find 
.
• Select the object and click Connect.
7. Click OK.
Mass assignment of objects to persons (Web Front-End)
To perform a mass assignment of objects to persons:
1. Access the User Management pages.
2. Select a Persons sub-folder.
The list of persons appears.
3. Select the persons concerned.
4. Click Assign Objects.
5. In the list of business roles, select the business role in question.
Only the business roles that can be assigned to more than one person at the same time (cardinality >1) are displayed.
6. In the
Assigned Object frame, click
Connect 
.
7. (Optional) Using the query wizard:
• (if necessary) in the first field, select the object type to find.
• (Optional) in the second field, enter the characters to find.
• Click
Find 
.
8. Select the object and click Connect.
You can select more than one.
9. Click Add.
Assigning an object to a person (Windows Front-End)
To assign an object to a person:
1. Connect to the repository in question.
2. In the repository tree, right-click Assignment of Business Roles and select Manage.
3. In the Persons frame, select the person to whom you want to assign a business role.
4. In the
Person Assignment frame, click
New 
.
The person assignment creation wizard opens.
5. In the Business Role field, click the drop-down menu and in the list, select the business role concerned.
To execute a query on a business role, click the arrow and select
Query Business Role.
If the business role includes:
• one or several assigned objects, the Assigned Object field appears.
• one or several localizing objects, the Assignment Location field appears.
6. (If necessary) In the Assigned Object field, click the arrow and select Find.
In the query dialog box,
• (if necessary) in the first field, select the object type to find.
• (Optional) in the second field, enter the characters to find.
• Click
Find 
.
• Select the object and click OK.
7. (If necessary) In the Assignment Location field, click the arrow and select Find.
In the query dialog box,
• (if necessary) in the first field, select the object type to find.
• (Optional) in the second field, enter the characters to find.
• Click
Find .
• Select the object and click OK.
8. Click OK.
The business role is assigned to the person.