Task Mining permissions
Task Mining permissions overview
In addition to the overarching user and team roles that apply across the Celonis Platform, Task Mining also has:
Service permissions which apply across all Task Mining projects.
Project permissions which are assigned to specific projects.
Admin users automatically have both service-level and project-level permissions.
Limited availability
This functionality is currently in limited availability. If you’re interested in trying it out, get in touch with us at Celopeers.
Admin users can assign service-level and project-level permissions to analysts. For more information, see Task Mining permissions at service and project level.
Task Mining permissions at service and project level
Limited availability
This functionality is currently in limited availability. If you’re interested in trying it out, get in touch with us at Celopeers.
Note
Task Mining permissions can be assigned at service level or at project level. Where permissions overlap, service permissions take precedence over project permissions. If analyst users are assigned additional service-level and/or project-level permissions by admins, some additional permissions outside Task Mining may also be required.
Task Mining permission | Description | Service permission | Project permission |
|---|---|---|---|
EDIT CLIENT SETTINGS | Allows user to see and edit which applications and data are captured. | Yes | Yes |
EDIT USERS | Allows user to invite, manage and verify Task Mining Client users. | Yes | Yes |
EDIT DATA CONFIGURATION | Allows user to edit how the Task Mining data is processed as well as labels and task definitions. | Yes | Yes |
EDIT PROJECT CONNECTION | Allows user to edit the connections used by a Task Mining project. | Yes Analyst user also requires:
| Yes Analyst user also requires:
|
CREATE PROJECT | Allows user to create Task Mining projects. | Analyst user also requires:
| No |
Go to the Task Mining Project Overview.
Click the three dots menu of the Task Mining project you want to grant permissions for and then select Permissions.
On the Permissions screen, use the check boxes to select the level of edit permissions you want to grant to the Analyst user and then click Save.
Limited availability
This functionality is currently in limited availability. If you’re interested in trying it out, get in touch with us at Celopeers.
Use the check boxes to also grant the analyst user project-level EDIT DATA CONFIGURATION and EDIT PROJECT CONNECTION permissions. For further information about these permissions and additional permissions outside Task Mining they will also require, see Task Mining permissions at service and project level.
You can also grant Analyst users permission to access the related analyses in the Task Mining project inside business views and to edit inside Studio.
Go to Admin & Settings > Permissions.
Locate the Task Mining panel and click the Edit link to grant permissions for all projects at once.
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.
Limited availability
This functionality is currently in limited availability. If you’re interested in trying it out, get in touch with us at Celopeers.
Use the check boxes to also grant the analyst user service-level EDIT DATA CONFIGURATION, EDIT PROJECT CONNECTION and CREATE PROJECT permissions. For further information about these permissions and additional permissions outside Task Mining they will also require, see Task Mining permissions at service and project level.
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.
When you capture screenshots using the Task Mining features, the files are stored in a storage bucket in the Celonis Storage Manager. This means anyone who wants to view these screenshots must be granted permissions for that storage bucket and the File Storage Manager service.
To grant an analyst user permissions to see screenshots in Studio Views:
From the Task Mining project the screenshots are captured in, click Project Connection.
Click Go to Storage Manager.
You can also directly reach the Storage Manager for your tenant using the following URL format:
https://{{domainURL}}/storage-manager/ui/storage
Locate the Storage Bucket you are using and click Options - Permissions.
Add the relevant permissions for the user(s).
GET and LIST: The user can view screenshots.
GET, LIST, and DELETE: The user can view and delete screenshots.
Click Save.