Defining a Process Owner

Defining Process Owners on the process page.

As an expert, the Process Owner is responsible for the content of a process. You can define several Process Owners. You indicate which of them is the deputy by means of a competence, see Creating and assigning competences. You cannot deliberately define the order of the entries.

Prerequisites

You are a BPM Manager or Process Owner.

Context

The Process Owner is the contact person for all Process Users and has all permissions for the process they are responsible for.

They can set the visibility of the process, manage the roles and the attachments for the process and organize the release of a new process version by means of a Review.

Note: Initially, when a new process is imported or submitted, the executing user becomes the Process Owner. The initial import or submission of a process can only be carried out by a BPM Manager or Designer.

If you define another Process Owner after the import or first submission, you transfer process ownership to the actual subject matter expert.

You can define several Process Owners. You indicate which of them is the deputy by means of a Competence, see Creating and assigning competences. You cannot deliberately define the order of the entries.

For all further updates of a process by means of revisions, the assignments of users to the process-related roles are retained.

How to proceed

1. On the process page, click ⋮ and then Roles and Permissions. For a published version, the entry is located in the ⋮ Settings and Information dialog.

   The page displays the sections Process Owners, Process Contributors, Process Participants and Process Access Blocked.

2. To add a Process Owner, click the edit icon in the Process Owners section.

   The Select Process Owners dialog appears.

3. To search for a user by name or email address, enter a corresponding character string in the search field.

   The list is narrowed down to the matching entries.

4. To define a user as a Process Owner, select the checkbox.

5. To display all current Process Owners, activate the Selected only selection filter.

   The current Process Owners are displayed.

6. To confirm the current Process Owners, click Apply selection.

   The applied Process Owners are listed.

7. To remove a Process Owner, clear the selection.

   The user is removed as a Process Owner.

See also: Appointing Process Owners for multiple processes