Configure role types for persons and organizations

A role consists of the relationship between the object, the responsible person/organization, and the role type that the role is based on.

In Alfabet, responsibilities are documented via the concept of roles , whereby each role is based on a preconfigured role type or a custom role type defined by your company. In contrast to an authorized user who has read/write permissions, a person assigned a role for an asset will not have read/write permissions based on the role definition. The role is primarily for documentation purposes to provide information about stakeholders interested or responsible for the asset. If the user should have read/write permissions, they must either be the authorized user of the asset or assigned to an authorized user group associated with the asset.

Alfabet provides out-of-the-box role types that enable you to understand who is responsible for your IT assets in your IT portfolio. Additional role types that are relevant for your company can also be added.

In order for users to be able to specify roles for an object, you must create role types and assign them to the relevant object class. Only the role types that have been configured for the object class of the selected object will be available for the role definition. A role type may be defined for either a person and/or organization. The configuration of the role type will also determine whether only one person or organization or multiple persons or organizations may be defined per role type for the selected object. Preconfigured role types are available. They cannot be deleted. You can define additional role types to address the needs of your company.

Alfabet provides the following preconfigured role types for persons: Application Manager, Architect, Business Owner, IT Owner, Stakeholder

Alfabet provides the following preconfigured role types for organizations: Business Owner, IT Owner, Operations, Stakeholder.

  1. In the navigation pane, expand Configuration > Reference Data.
  2. Click the Reference Data button and then click Role Types to open the view.
  3. Create the new role types. After each role type is created, you must go to Configuration > Class Configuration Explorer and select the class that the role type shall be assigned to. Click Role Types to open the view.
  4. Click New > Add Role Type to add the role type to the class.
  5. Select a role type in the data table and click Edit to define how the role may be defined for the objects:
    • Person Available: Select if roles based on this role type are fulfilled by a person.
    • Person Plurality: Select if multiple persons may be defined for roles based on this role type.
    • Organization Available: Select if roles based on this role type are fulfilled by an organization.
    • Organization Plurality: Select if multiple organizations may be defined for roles based on this role type.