- Release notes
- Before you begin
- Getting started
- Managing access
- Enabling Process Mining
- Setting up the users
- Managing access for process apps
- Working with process apps
- Creating process apps
- Loading data
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Managing access for process apps
In Process Mining you can grant access to process apps for users and groups. Based on the permissions, users who are granted access can edit, view, or delete process apps, or manage access for process apps.
Below is an overview of the different permissions that can be set for users or groups.
Permission |
Description |
---|---|
Manage access |
The user, or users in the group, can manage access for the app. |
Edit |
The user, or users in the group, can edit the app, upload data, and publish the app. |
View |
The user, or users in the group, can view the app. |
Delete |
The user, or users in the group, can delete the app. |
When you select a (set of) permissions for a group, the permissions are automatically selected for the individual users who belong to the group.
Although you can select the permissions as desired, it can be useful to assign permissions based on the user's role. Below is an overview of the permissions that are relevant for the different roles.
Role |
Manage access |
Edit |
View |
Delete |
---|---|---|---|---|
Business user |
No |
No |
Yes |
No |
Developer |
Yes |
Yes |
Yes |
Yes |
Administrator |
No |
No |
No |
No |
Follow these steps to define app permissions.
- Go to the Process Apps tab in the Process Mining portal and locate the app for which you want to define permissions.
- Click on in the actions column of the process app and select Manage permissions.
The App permissions page is displayed, showing the app permissions for all groups and users.
Note that the Manage permission option is only enabled for apps for which you have Manage access permission.
3. Locate the group or user for which you want to edit the permissions and click on .
4. Select the appropriate app permissions for the group or user and click on Save.