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Besides the standard Operator roles in ABBYY FlexiCapture (Data Verification Operator, Verification Operator, and Senior Verification Operator), you can create your own custom roles to control Operators’ access to data and to queues in the processing stages. For example, if many users are involved in a project, you can create custom roles that let different groups of users access different verification stages, where different sets of fields are verified for the same batch type. You can also use custom roles to control what Operators can and cannot do. For example, you can prohibit a role from deleting documents, prohibit a role from sending documents from one processing stage to another, or, conversely, allow it to send documents only to one particular stage. You can also prohibit Operators from sending tasks to particular stages without using roles. For more information, see Prohibit sending documents to a processing stage.
When configuring Web Verification Station and Web Capture Station custom roles, you cannot restrict an Operator’s access to operations on data or on tasks. Only the standard Operator roles can be configured for these stations: Data Verification Operator, Verification Operator, and Senior Verification Operator.

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Create a custom role

You create and set up a new role on the User Roles tab of the Project Properties dialog box (click Project → Project Properties…). Roles created on that tab are then assigned to Operators in the Administration and Monitoring Console. On the User Roles tab, manage roles with the following buttons:
  • New… – Create a role.
  • Duplicate… – Create a new role from an existing one.
  • Edit… – Modify an existing role. This opens the Role properties dialog box.
  • Delete – Delete a role.
You cannot modify the standard Operator roles: Data Verification Operator, Verification Operator, and Senior Verification Operator.

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Create a role from stage properties

You can also create a new role while editing the properties of a stage that will be accessible to that role. Create the role on the Roles tab of the Workflow Stage Properties dialog box.
1

Open the batch type properties

For batches of the Default type, click Project → Project Properties… For other batch types, click Project → Batch Types… and select the batch type to modify.
2

Open the stage properties

Click the Workflow tab. When using the Advanced or Advanced for Web Capture station processing schema, create an interactive stage or select an existing one, and click Edit….
3

Create the role

In the Workflow Stage Properties dialog box, click the Roles tab and create the new role.
To grant access permissions to a role created this way, go to the User Roles tab.

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Role permissions

You specify the following access permissions for a role in the Role properties dialog box.

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Stages the role can receive tasks from

1

Open the stage list

Click Stages for Getting Tasks….
2

Select the accessible stages

Select the items next to the stages you want to make accessible to the role. To make all stages of a particular batch type accessible, select the item next to that batch type. Click Select/deselect all stages to select or clear all stages.
3

Save the changes

Click OK to save the changes and return to the Role properties dialog box.

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Access to operations on data

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Access to operations on tasks

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Grant stage access on the Roles tab

A role restricts the set of processing stages from which its Operators receive tasks. For this reason, you can also grant access permissions to a specific processing stage on the Roles tab of the Workflow Stage Properties dialog box.
1

Open the batch type properties

For batches of the Default type, click Project → Project Properties… For other batch types, click Project → Batch Types…, select the batch type, and click Edit….
2

Open the stage properties

Go to the Workflow tab. When using the Advanced or Advanced for Web Capture station processing schema, create an interactive stage or select an existing stage and click Edit….
3

Open the Roles tab

In the Workflow Stage Properties dialog box, click the Roles tab.
4

Grant access to the roles

Select the items for the roles that will access the given processing stage. To add a new role, click New Role…, provide a name for it, and click OK.
To grant other access permissions to a role created this way, go to the User Roles tab.

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Examples