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Celonis Product Documentation

Task Mining permissions

Task Mining provides an extensive permissions system:

  • Permissions can be granted on a per Task Mining project basis or for all at once.

  • Admins have always all permissions.

Task Mining permissions

View Project

No separate view permissions are provided. Users can view if the edit permission is granted.

Edit Client Settings

Edit Users

Edit Project Connection not shown in UI

Create Project not shown in UI

Delete Project not shown in UI

Roles

Admin Role

x

x

x

x

x

x

Analyst Role

Cannot be granted separately. If an Analyst has any edit permissions, the Analyst will automatically be able to view the respective page.

Grant permissions

Grant permissions

-

-

-

Member Role

-

-

-

-

-

-

Permissions

50726998.png
Edit Client Settings

Grants permissions to see and edit everything behind the menu point "Client Setups" marked with a (1) in the screenshot.

Edit Users

Grants permissions to see and edit everything behind the menu point "Users & Invite" marked with a (2) in the screenshot.

Edit Project Connection

Permission is not available and cannot be granted explicitly. Only admins can see and edit everything behind the menu point "Project Connection" marked with a (3) in the screenshot.

Examples

Grant analyst user permissions to edit one specific Task Mining project

  1. Open the Task Mining Project Overview.

    50727001.png

  2. Click on the three dots of the specific Task Mining Project for which you want to grant permissions.

    50727002.png

  3. Choose the edit permissions you want to grant for the specific Analyst user and press Save.

    50727003.png

  4. Grant the Analyst users also permission to access the related Analyses of the Task Mining project inside business views and, optionally to edit inside Studio.

Grant analyst user permissions to edit all Task Mining projects

  1. Click Admin & Settings - Permissions:

    50727005.png

  2. Click on Edit Task Mining Permissions to grant certain permissions for all Task Mining projects at once.

  3. Choose the edit permissions you want to grant for the specific analyst for all Task Mining projects and press Save.

    50727006.png

  4. Don't forget to also grant the analyst users permission to access the related Analyses of Task Mining projects inside apps and studio.