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Celonis Product Documentation

Task Mining permissions

Task Mining provides an extensive permissions system:

Task Mining permissions

Permission 

View Project

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

Edit Client Settings

Edit Users & Invite

Edit Project Connection

Edit Data Configuration

Create Project not shown in UI

Delete Project not shown in UI

Roles

Admin Role

x

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

-

-

-

-

-

-

-

Grant an analyst user permissions to one specific Task Mining project

Use these instructions to give an Analyst edit permissions to a specific Task Mining project:

  1. Go to the Task Mining Project Overview.

    task_mining_project_overview.png

  2. Click on the three dots menu of the Task Mining project for which you want to grant permissions and then select "Permissions".

    task_mining_project_menu_permissions.png

  3. On the Permissions screen, use the check boxes to select the level of edit permissions you want to grant to this Analyst user and then click Save.

    task_mining_permissions.png

  4. You can also grant the Analyst users permission to access the related analyses of the Task Mining project inside business views and to edit inside Studio.

Grant an analyst user permissions to all Task Mining projects

Use these instructions to give a user edit permissions to all of your Task Mining projects:

  1. Go to Admin & Settings > Permissions.

  2. Locate the Task Mining panel and click the Edit link to grant permissions for all projects at once.

    admin_permissions.png

  3. Use the check boxes to select the edit permissions you want to grant for this analyst for all Task Mining projects and then click Save.

    task_mining_permissions.png

  4. You can also grant the Analyst users permission to access the related analyses of the Task Mining project inside business views and to edit inside Studio.