Process Intelligence Documentation
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User Documentation
User Documentation
  • Process Intelligence
  • 🟪Using Process Intelligence
    • Getting Started
    • Dashboard
    • Integration with ProcessMaker
  • 🟪Data Collection
    • Introduction to Data Collection
    • Data Collection Studio
    • Data Collection Rules
      • Advanced Examples for Data Collection
        • Handling Overlapping URLs in Screen Mapping
        • Click Activity and Field Edit Tracking for Web Applications
        • OCR-Based Identifier Extraction in Desktop Applications
    • Data Collection with X-Ray
      • Working with X-Ray Desktop Tool
      • Example of the X-Ray Workflow
    • Training Data Studio
    • Introduction to Testing
  • 🟪Configuration
    • Service Deployment
    • System and Network Requirements
    • Silent Distribution by IT
    • Chrome Extension
    • Windows Plugin Manual Installation
    • Uninstallation and Cleanup
    • User Roles and Permissions
  • 🟪Architecture
    • Process Intelligence Architecture
    • Architecture Diagrams
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On this page
  • Process Intelligence Enterprise Roles
  • Admin
  • Contributor
  • Data Reader
  • Roles for Embedded Views in ProcessMaker Platform
  • Platform Viewer
  • Platform PRO Viewer
  • Agent Plugins and Chrome Extension
  1. Configuration

User Roles and Permissions

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Last updated 3 months ago

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 .

  • or the .

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.

Permissions

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.

Permissions

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.

Permissions

View analytics for business insights

Export reports and insights

Cannot modify or configure settings


Roles for Embedded Views in ProcessMaker Platform

Platform Viewer

Permissions

View embedded analytics dashboards

Access predefined reports and insights

No ability to configure or customize settings

Platform PRO Viewer

Permissions

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.

Functionality

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

This user role is available in the , providing access to embedded within the ProcessMaker BPA platform.

This user role is available in the , offering enhanced analytics features such as custom analysis, variant analysis, and conformance checking.

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ProcessMaker BPA Platform
Agent Plugins
Chrome Extension
Standard Platform tier
basic analytics dashboards
Professional and Enterprise Platform tiers