Session Manager Roles
Session Manager has different user roles that allow users to perform different tasks within the workflow. This section describes the roles used in Session Manager.
|
Role |
Description |
|---|---|
|
Editor |
This user completes edits in a session and sends for approval. They are also responsible for making additional edits if a session is rejected. |
|
Assurance Officer |
This user reviews edits made by Editors and either approves or rejects the session. At Editor XI 11.4 and later the duties of this role are completed by the Session Approval Officer if your organization chooses to use the two-state Session Manager workflow. |
|
Session Approval Officer |
This user reviews edits made by Editors and either approves or rejects the session. Also has the ability to post version which indicates a session is complete and committed to the default. |
|
Business Administrator |
When added to other roles, this user can make changes to the Session Details of sessions listed on the Assigned Work tab of Session Manager. They can also take ownership of a session to reassign it, or delete it. |
To configure Editor roles, ensure the roles are assigned to the appropriate Esri Portal groups. Refer to the Group Membership and Client Configuration Mapping topics for instructions.
Editor and Session Manager access is determined by the Portal user and specifically, the Portal groups of which that user is a member. Editor roles are mapped to the Portal groups. What this means is that the Editor login is authenticating your user, and any editing access is determined by the Portal user. Further, the Editor login does not check or restrict access to feature services. What determines this access is your ArcGIS Pro credentials. Within Pro, if you have loaded a project and can view the layers, Session Manager can create a session. It does this by using the operational map configuration within ArcFM Solution Center to create a new session in Session Manager.
For additional details around the types of user roles available for all XI series products, see ArcFM Solution XI Series Named User Functionality Matrix in myArcFM.