Creating an Organizational Role

You can create an organizational role as a role within your organization or as an external role.

You create a new role in the Organizational Roles section via the plus icon. In the dialog, you enter the name, select the Role Type, set the External flag if required and can translate the name into further languages right away.

Prerequisites

You meet the prerequisites from Managing Organizational Roles.

You are on the Organization page.

Context

You always name the role in the modeling language. The language set for content in your profile is irrelevant here. See Specifying Modeler Settings.

Every organizational role requires a Role Type. Bpanda suggests one, which you can change in the dialog.

Procedure

1. To create an organizational role, click the plus icon at the bottom right of the Organizational Roles section.

   The creation dialog appears.

2. Enter the name of the organizational role.

3. In the Role Type selection list, select the type of the role.

4. To mark the role as an external role, activate External.

5. To translate the name, click the toggle icon at the top right of the dialog. It only appears if the process space has at least two content languages.

   The display switches to two-column mode.

6. In the selection list, select the language, enter the translation for the name and repeat the process to translate into further languages.

7. To confirm the changes, click OK.

   The changes are saved and the dialog is closed.

See also: Creating an Organization, Relation or Role Type