Celonis Product Documentation

Define customer experience management models.

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Modeling Customer Journey Maps

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Generate Customer Journey Map

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Define customer touchpoints

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Define Stakeholders

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Determine and define personas.

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Survey and define the voice of the customer

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Define distribution channels

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Modeling processes according to the modeling standard BPMN 2.0

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Extend processes with data objects and attributes (eBPMN 2.0 extension)

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Semantically guided modeling

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Modeling process interfaces

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Modeling standardized process steps (Best Practice Tasks)

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Model and orchestrate end-to-end processes (E2E) and business transactions (scenarios)

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Automatically update process layout during process modeling (Auto-Layout function)

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Generate different process layouts automatically.

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Free graphical design of processes and process maps (HTML editor)

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Initially record processes in tabular form (automatic generation of graphics)

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Maintain and detail processes in tables (automatic graphics generation)

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Connect more objects with tasks (eBPMN)

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Maintain additional attributes

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Differentiate roles according to the duty to cooperate (RASCI)

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Differentiate groups according to the duty to cooperate (RASCI)

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Connect process interfaces in the start and end event.

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Link predecessor and successor processes

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Upload and graphically visualize process workshop images.

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Determine the degree of process maturity.

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Aggregate process maturity level

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Validate process semantics (check modeling errors)

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Show BPMN Icons on process flow objects.

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Store audit results

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Locking and unlocking process processing

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Display connected objects in the process in a table

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Display life cycle diagrams (audit trail) of all process versions.

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Compare released and edited process versions (Process Comparison Editor)

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Define organizational models/diagrams.

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Automatically generate organizational models/charts graphically.

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Add and define positions in the organization model.

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Detail organizations with attributes and related objects

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Define groups with positions and further details.

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Define and detail locations (locations)

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Define skills centrally

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Maintain existing user skills.

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Maintain the required skills in the position.

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Reuse objects (roles, organizational units ...)

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Create a suggestion list when entering glossary names (Auto-Complete function)

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Search for objects in lists and architectures via a dialog.

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Add attachments as link.

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Upload attachments (documents)

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Upload images and visualize them directly.

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Intelligent linking of plants directly with connected systems (additional services

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Formatting descriptions with HTML editor

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Define scope (scope filter) via organization, locations, and tags.

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Save intermediate states of the modeling automatically (Auto-Save)

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Copy process flow objects within a diagram

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Copy process flow objects to other diagrams.

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Cut out process flow objects within a diagram (Drag and Drop.

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Cut process flow objects into another diagram (drag and drop)

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Authorize editing of diagrams and objects by multiple authors.

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Translate diagram and object details.

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Automated translation of diagram and object details (Online Translation Service)

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List connected diagrams and objects in an evaluation group as links

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Display version history of all versions of diagrams and objects

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Generate standard manuals as Word files.

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Generate process graphics as Word file.

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Generate individual customer evaluations as Word files.

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Structure process models hierarchically

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Move process models

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Create new versions of released diagrams

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Consolidate diagrams

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Delete not-released diagrams

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Generate graphical navigation structure automatically.

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Sort processes in the architecture with sort number

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Export BPMN 2.0 diagram

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Import BPMN 2.0 diagram

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Export Celonis Process Management Diagram

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Import Celonis Process Management Diagram

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Import Word document (prerequisite: configured import template)

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Import XML

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Import ARIS

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Import Visio data

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Export Excel mass data processing (translation)

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Import Excel mass data processing (translation)

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Import and update organizational hierarchy.

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Import and update IT architecture

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Import and update risk and control architecture

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Requirements can be imported and updated.

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Use BPMN 2.0 standard.

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Extended BPMN 2.0 standard modeling standard

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ArchiMate 3.0 Standard

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Build IT landscape

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Map and manage organizational structure, including positions

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Implement Customer Experience Management (CEM)

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Customer Journey Mapping

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Create strategy and target diagrams (target trees, measures including status, etc.)

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Define key figure trees and reports with report chapters.

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Create project portfolio

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Manage Skills

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Set up the product portfolio.

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Manage Learnings and Trainings

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Present risk/control management

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Manage requirements

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Deposit standards and standard chapters

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Model and define objects

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Detail objects with HTML editor attributes

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Detailing objects with attributes

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Connecting objects with other objects

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Release Object Versions

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Create an object version.

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Consolidate objects

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Filter objects

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Structure objects hierarchically

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Disable architecture in the system facet

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Store documents and link them to processes

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Evaluation groups Display connections to other objects/diagrams.

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Show individual entry pages (home pages)

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Display profiles for all diagram and object contents

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Generate various graphical diagram representations.

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Display hierarchies in a navigation tree.

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Display several process levels in one surface side by side (2-levels)

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Process maps, graphical visualization

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See and open stored attachments easily.

Print diagrams directly via browser print

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Make personal user settings: Languages.

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Make personal user settings: List sizes.

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Make personal user settings: Selected roles.

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Automatic translation function with Deepl.com

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Subscribe to content (subscription service)

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Info-Mail for release changes

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Subscribe to content with multiple selections.

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Select subscriptions for categories.

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Combine subscriptions and favorites (button with fly-out)

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Show a list of all changes in chronological order

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Define favorites

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Favorite Service: Manage/Group Favorites

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Favorite Service: Share Favorites

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Create permanent links from versions.

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Create permanent links from version independent versions.

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Create permanent links from the selection (in versions)

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Provide a central glossary for all users.

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Mass edit linked attributes.

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Use the Training Assistant app to communicate specific expertise

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Change attributes in released processes or objects

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Role entry for all employees with connected home page

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Create possible variants in the administration area

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Create variants

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Modeling variant processes

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Complete localization of variant processes

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Localize individual process flow objects of a variant process.

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Completely de-localize variant processes

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De-localize individual process flow objects of a variant process.

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Update variant processes

Standard search: Search diagrams, objects, and information globally

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Expert search: Search/filter in specific attributes.

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Expert search: Search with operators

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Expert search: Search with asterisks and quotation marks

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Direct access to the selected search result via a link in the details area

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Filter search results in the list view

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Apply scope (scope filter) to search results (can be activated/deactivated)

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Adjust the navigation tree on the left and the graphical display according to the set scope filter.

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Apply Scope filter to processes and objects in list view (can be activated/deactivated)

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Enable filtering for manuals.

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Create new diagrams or object versions.

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Delete diagrams and objects that are being edited

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Create a new version of released processes and objects.

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Create IDs for objects.

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Organise inputs/outputs in your own architecture

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Automatic versioning of processes and objects

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Sharing: add more approver/approver groups (optional)

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Release: Validate methodical rules in the process

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Release: Send diagrams and objects to the release

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Release: Ignore validation rule warnings to start the release (enable/disable)

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Release: Define diagram and object validity start "Valid from

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Release: Enter reason for revision (must have attributes)

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Release: Automatically forward requests for release to approvers

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Approval: Inform approvers by e-mail about pending requests for approval (optional)

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Sharing: Automatically create and view requests (tasks) for approvers

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Release: Manage requests (tasks)

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Release: Call process/object directly

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Release: Approve or reject the release of processes and objects

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Set processes and objects to 'Expired.

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Review: Define Reviewer

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Review: Automatically forward request to the reviewer

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Review: Notify Reviewer

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Request: Send request for processes or objects

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Request: Automatically forward the request to the responsible person

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Request: Display/change the processing status of the request

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Request: Call process/object directly

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Request: Accept or reject a request

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Define authorization levels

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Assign permissions to individual users or user groups.

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Set permissions on diagrams or objects

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Assign permissions for facets.

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Assign authorizations for architectures.

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Create document templates for processes and documents.

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Edit document templates for processes and documents.

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Release document templates for processes and documents

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Create document templates for the remaining facets

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Edit document templates for other facets.

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Release document templates for other facets

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Open-generated PDF manuals.

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Automatically generate PDF manuals upon approval.

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Manage manual templates centrally.

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Use standard reporting

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Set up customer-specific reporting (optional)

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Configure method

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Hide, rename, or add attributes/objects (Advanced Configuration)

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Manage users and user groups.

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Authentication provider: Use OAuth

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Define permissions for facets.

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Define variant types

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Define Tags

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Set review date

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Configure languages (default: DE/EN)

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Configure default or optional language

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Making languages available for reporting

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Create and upload a new user interface language.

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Configure notifications by e-mail or tasks

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Adjust release cycle

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Enable and disable features

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Customize CI

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Configure profiles

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Create and customize stereotypes (subtypes) for diagrams/objects.

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Configure Manuals

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Define validation rules

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Configure Service and WebHooks

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Power BI interface (Data Warehouse)

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SAP Enable Now interface

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Open REST API interface to Celonis Process Management

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