- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Enabling Process Mining
- Setting up the users
- Managing access for process apps
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- 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. |
View |
The user, or users in the group, can view the app. |
Edit |
The user, or users in the group, can edit the app, upload data, and publish the app. |
Delete |
The user, or users in the group, can delete the app. |
Follow these steps to assign roles to a user or group that is not listed.
- Click on +Add a user or group to open the Assign roles panel.
- In the Add Users and Groups field start entering the email address of the user, or the name of the group, you want to grant permissions for the process app.
- If you want to add more users or groups, repeat step 2 to add the users and/or roles.
- Select the App access permissions you want to grant to the users and/or groups listed in the Add Users and Groups field.
- Select Save.
New users and/or groups are listed on the App permissions page. For each user or group the assigned permissions are displayed.
Users who are member of multiple groups, can get assigned multiple filters based on the selected record access policies for the different groups. The combined set of filters will be available for the user.