User Permissions Explained

As a user in ProcessPro there are many different permissions which allow navigation to different areas and to utilise different features within the system.

All of the below permissions can be added or removed from a user by an administrator.

All users are allowed to access the system and view published processes within their company. A user cannot edit any process if they are not the author, owner or expert. To get a better understanding of the different stakeholders, read more here.

This permission allows users to create new processes and value streams. A user that creates a process or value stream, will become the author by default. A user will only be able to edit processes and value streams where they are the author, owner or expert. To get a better understanding of the different stakeholders, read more here.

This permission allows users to add new attachments to the ProcessPro system. They can add an attachment through the attachment summary screen or in a process or value stream map by adding it to an activity. Without this permission, a user can only use attachments that are currently available in the system to link and attach to activities.

As an administrator you can add or remove this permission from a user, you can find out more here.

This permission allows users to create new managed documents. The user will be added as the author of the managed document if they create a new one, this allows them to edit the process even when in draft. Users are unable to edit or view draft managed documents if they are not a stakeholder on them.

This permission allows users to access multiple different features within ProcessPro. As an administrator, you have access to many settings that are unavailable to most users. For more information on what features an administrator has access to, you can read more here.

This permission allows users to create roles while adding or updating an activity within a process or value stream. Without this permission, users can only assign existing roles to activities. To learn more on how to create a role while adding a activity, read this article.

This permission allows users to publish processes to the process library if the company has access to the process library. The process library is available to all the companies that have access to the library in your instance. To publish to the process library, you can find out more here.

This permission allows users to set a timeframe on process activities to estimate how much time and cost is associated with completing the process. An administrator can set this permission for a user. To set the time and cost analysis for a process you can find out more here.

This permission allows users to view and access all the companies within your instance. This permission allows users to switch between all the companies in your instance freely without asking an administrator to change their default company. To set the permission you can read more here.

This permission allows users to view and access reports within their current company. Users cannot usually access the report icon from the left navigation menu. With this permission they can open the reports and view each individual report similar to an administrator. To find out more about this permission, you can read more here.