User Roles and Permissions
Process Intelligence provides role-based access control to ensure appropriate permissions and security across the platform. The available roles determine the level of access and functionality within the system.
Access to Process Intelligence can be regulated in three ways:
Through Process Intelligence Enterprise (accessed via app.workfellow.com).
Embedded Views within ProcessMaker BPA Platform.
Agent Plugins or the Chrome Extension.
Each method provides different levels of interaction, ensuring users have the appropriate access based on their role and function within the system.
Process Intelligence Enterprise Roles
Admin
An Admin has full control over the Process Intelligence Enterprise instance, including user management, data collection configuration, and assigning permissions to other users.
Manage users (add/remove and assign roles)
Configure data collection settings
Control access to analytics and dashboards
Set up integrations with external systems
View and manage all reports and insights
Contributor
Contributors can analyze and edit data but do not have full administrative privileges.
Access and interact with dashboards
Analyze and edit data views
Export reports and insights
Data Reader
Data Readers have read-only access to analytics and dashboards.
View analytics for business insights
Export reports and insights
Cannot modify or configure settings
Roles for Embedded Views in ProcessMaker Platform
Platform Viewer
This user role is available in the Standard Platform tier, providing access to basic analytics dashboards embedded within the ProcessMaker BPA platform.
View embedded analytics dashboards
Access predefined reports and insights
No ability to configure or customize settings
Platform PRO Viewer
This user role is available in the Professional and Enterprise Platform tiers, offering enhanced analytics features such as custom analysis, variant analysis, and conformance checking.
Access advanced analytics features
View in-depth process metrics and reports
Utilize enhanced filtering and comparison tools
Perform custom analysis, variant analysis, and conformance checking
Agent Plugins and Chrome Extension
Data collection plugins operate independently from dashboard user roles. They have a separate authentication mechanism and are not linked to Admin, Contributor, or Viewer roles.
Role: Data collectors operate exclusively to collect data baed on predefined rules and configurations.
Authenticate using registration tokens or other secure methods
Collect data as per defined configurations without manual intervention
Do not have access to dashboard insights or user management features
perate in the background, ensuring compliance with data collection policies
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