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Celonis Product Documentation

Basic functions

Login

All user roles can log in to Process Designer via this login page:

Figure 9 – Login page

The administrator sends users the link to the login page and the required credentials (username and password).

No login dialog is displayed if automatic authentication is enabled, such as SAML authentication.

A new OAuth Authentication Provider was introduced, allowing login via LinkedIn and Microsoft Account.

The new provider ensures that only users of type OAuthUser can log in and only if the maintained email address matches the one provided by LinkedIn/MS during login.

Tip

If single sign-on is enabled in the Celonis Platform, you may also be able to access Process Designer from the Celonis Platform Navigation bar. For more information, see [add link] Accessing Process Management products from the Celonis Platform[/link].

Get started

After you log in, Process Designer HOME displays:

Figure_10_-_Symbio_HOME.png

You can access your process landscape using the corresponding buttons on the HOME page. The administrator determines the structure and content of the start page and the design and content of the homepage.

The user can access the process house/architecture, the organization, and various objects such as systems, documents, or risks. Quick links like “My last changed processes” open recently modified processes or objects.

The feature Method: The additional column ‘Reason for revision’ for News Lists allows Administrators to create a list on the HOME page, showing the most recently released processes or documents. The function adds a new piece of information to these lists next to the ‘Type of change’ column. It also shows the 'Reason for revision' attribute, which explains why the new version of the item was created. This feature is only available after the Admin activates it.'

Tip

Click the Celonis logo in the top-right of the user interface to open the Celonis Platform in a new tab. If you see a customer logo there instead and clicking doesn't open the Celonis Platform, your admin may need to Configure the logo link.

In the header, users can set a filter to see specific processes or objects that are only valid for certain organizations, locations, or tags.

Figure_11____Selecting_filter_criteria.png

Users will then only see content related to the selected elements.

The user information also contains information about the user´s authorization and contact data.

Use the Search feature to access the required processes and objects directly. Enter the search term into the text box to open an advanced search window.

Data language

The data language is shown directly in the Header Bar next to the User name.

Figure 12 – Language code
Layout
Figure_13____Workspace_layout.png
Header

The Header contains some basic information and functions for users. The left pane shows the database name into which the user is logged in.

Click Info to open the taskboard's info page. Generated process documents and feedback are stored here. If new information is available for the user, the number of items is displayed next to “Info.”

Use My Tasks to navigate the open tasks within the taskboard, such as process approvals. If multiple tasks are pending, the number of outstanding items is displayed.

You can change the view from Viewer to Editor and vice versa, provided you have the relevant permissions.

The initials and the username are displayed to the right of the view. Click the username to open a window where you can select the language and disconnect from the database. This window displays additional information, such as assigned user roles.

Navigation

The top row of the Navigation section (Main Navigation) is fixed. It doesn’t change regardless of the selected Sub Navigation or features.

The Main Navigation area consists of:

  • HOME - Launches the home page

  • CUSTOMERS – Displays the Customer Experience Management

  • STRATEGY – Displays to the strategy view

  • PROJECT – Displays to the project view

  • PROCESSES - Displays the process view

  • ORGANIZATION - Displays the organizational structure/chart

  • PRODUCT – Displays the product view

  • SYSTEMS - Displays the IT architecture

  • DOCUMENTS - Displays the guidelines

  • RISKS - Displays the risks

  • REQUIREMENTS - Displays demands/idea management

  • LEARNING – Displays the learnings and training

  • STANDARDS – Displays the norms and standards

  • REPORTS – Displays the role entry and specific reports

  • REQUESTS - Displays received and created requests

  • TASKBOARD - Displays pending tasks and information

The line at the bottom of the navigation bar (Sub Navigation) is context-dependent and offers different options and views depending on which main navigation item was selected.

Contents

The content of the process world is divided into three areas. Please see the introduction of the Viewer.

The Navigation Content shows the process architecture. Click the gray arrows to open the lower levels of the tree.

The Main Content section displays the contents of the defined main processes and sub-processes in graphics or tables, depending on the selected view or sub-navigation.

The Detail Content section includes details on the main process or sub-process level, such as descriptions, responsible parties, or objects previously created through the Main Navigation area or in the Sub-Navigation of relevant management views.

You should now have an insight into the key basic features of Process Designer. Read through associated topics for a comprehensive overview of typical application scenarios for the various user roles.