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
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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
Open the Task Mining Project Overview.
Click on the three dots of the specific Task Mining Project for which you want to grant permissions.
Choose the edit permissions you want to grant for the specific Analyst user and press Save.
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
Click Admin & Settings - Permissions:
Click on Edit Task Mining Permissions to grant certain permissions for all Task Mining projects at once.
Choose the edit permissions you want to grant for the specific analyst for all Task Mining projects and press Save.
Don't forget to also grant the analyst users permission to access the related Analyses of Task Mining projects inside apps and studio.