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Grant permissions over processes to non-admin users/roles

Users with Administrator role have the possibility to grant permissions to regular users (not Administrator or Business Analyst) for a specific process.
The three types of permissions available are:

Edit the process: allows modifying the process and creating new versions but does not enable deploy changes
Deploy the process: enables users to edit the process and deploy the changes.
Access to the metrics and reports generated by that process.

You can give these permissions to either users or roles

If you give permission to edit or deploy a process to a user/role, the tab My Processes will be available in the left-side menu only for that user/role and it will contain the processes to which you have given them permission.

The same happens with the permission Access Reports, if you give this permission to any user/role, they will only see in the Metrics & Reports section the information about the process/es you have given them permission over. The users/roles will only be able to check the Metrics & Reports by process. They won’t be able to check them by User or Role.

By default, when creating a process, the Business Analyst role will have permission to edit the process and access the Metrics & Reports.

The users to which you give permission to edit a process won’t be able to access the Permission over processes section.

Updated on: 27/12/2024

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