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Celonis Product Documentation

Task Mining permissions

Task Mining provides an extensive permissions system:

  • Permissions can be granted on per task mining project basis or all at once.

  • Admins will be assigned all permissions by default.

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

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-

-

-

Member Role

-

-

-

-

-

-

-

Permissions

The Home screen for Permissions provides shortcuts to the Studio analysis where the captured data for this project will be uploaded, the applications configured for this project, and the list of users invited to this project.

task_mining_home.png
Client Settings

Set up and configure which applications and what types of data are captured in this Task Mining project. From this screen you can set:

  • Whether you want to capture all activity, only activity from specified applications and URLs, or set the specific activity you don't want to capture;

  • The types of data captured, such as essential data, window name, application details, input values, and screenshots of the windows or application;

  • Privacy settings such as whether to blur user names or what personal information to redact;

  • Whether to start the Task Mining Client automatically when the computer starts or if it needs to be started manually;

  • The user consent content shown to users when logging in.

client_settings_captured_apps.png
Users & Invite

See the users that have been granted permission to view and edit your projects or invite new users to join your Task Mining projects.

task_mining_permissions_users_invite.png

This screen shows all users who are already part of this project, their most recent activity, and their configuration. It also indicates the current state of their Task Mining client, such as:

  • Offline: The client app is not currently running.

  • Paused: The client is running but is not capturing data.

  • Capturing: The client is actively running and capturing data.

To invite new users to participate in your Task Mining project, click the blue Invite Users button in the upper right. On the Users & Invite screen, click on the section corresponding to your version number, then copy the invitation link and share it with the users you want to invite to this project. Click Done when finished.

users_and_invite.png
Project Connection

This screen is used to configure the connections used by this Task Mining project and provides the Application Key. Make any necessary changes to these settings and then click the Save Configuration button to update your configuration.

Note

Only project admins can edit these settings. The Target Table is assigned by default when creating the project and cannot be changed.

project_connection.png
Data Configuration

Configure and monitor the data transformation. You can manually run this transformation, schedule when it should run, and see the history of all past executions, including when it ran, how long it took to run, and whether it completed successfully.

data_configuration.png

Grant an analyst user permissions to one specific Task Mining project

Use these instructions to give an Analyst edit permissions to your 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 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:

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

  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.