|This content applies solely to Process Mining, which must be purchased separately from the Appian base platform.|
This page describes how to manage both users and organizations in Mining Prep and Process Mining. Mining Prep and Process Mining share user accounts and organizations, but user management occurs in Process Mining.
Many companies operate in distinct business units that have unique concerns, motivations, and goals. These groups often work with different information, which may be sensitive. To help focus and secure the data within Mining Prep and Process Mining, you can organize individual users into organizations. You can then control what these organizations—and their users—have access to.
To leverage the other capabilities in our low-code platform, such as mining Records or generating workflows, you'll need to create a Process Mining service account in the Appian Administration Console.
Only Super Admins and User Admins have access to this functionality.
In the Process Mining menu, click User Management to access settings for both users and organizations.
The User Management page is divided in two tables: Organizations and Users. From here, you can add, edit, or delete both organizations and users.
An organization represents a group of users with similar privileges to access information in Mining Prep and Process Mining. Organizations are separate and distinct from each other; neither content nor users can be shared between organizations. A user accesses content that's made available to them or to their organization as a whole. It's not possible to share something with an organization other than the one you belong to.
Example: Your company has three main departments who will need access to Process Mining: finance, operations, and fulfillment. You'll create an organization for each of these departments. After you add users to the organizations, they can share content like logs and dashboards with each other. However, a user in the operations organization won't be able to share content with a user in the legal organization.
In the Organizations table, all organizations are listed by name, realm, and number of users. You can use the search function above the table to find a specific organization. By default, five organizations appear on each page. You can change the number of items per page and navigate between pages using the options at the bottom of the table.
You can share the following content with organizations:
When you create an organization, the system automatically creates a realm for that organization using the same name. A user will need to specify their realm when they log in. When creating the realm, the system uses the same name as the organization. It removes special characters and replaces spaces with underscores. For example, an organization named
Miller & Parker will have a realm named
Mining Prep and Process Mining share organizations. If you create an organization in Process Mining, that organization and its membership is also shared.
To add a new organization in Process Mining:
If you delete an organization, all users within the organization are deleted as well.
The Users table lists all users with their email address and role. Use the search function above the table to find a specific user. By default, five users appear on each page. You can change the number of items per page and navigate between pages using the options at the bottom of the table.
Users can't exist in Mining Prep or Process Mining outside of an organization, and a user can only belong to one organization. To add, edit, or delete a user, you need to be a Super Admin or a User Admin within the organization where you're managing users.
A user's role determines what they are able to do in Mining Prep and Process Mining. The user's organization determines the content they can see, while the role determines how they can act on that content. For example, an Analyst in the Finance organization can see the models, logs, and dashboards shared with Finance, but they can't add users to their organization.
Process Mining includes the following user roles and privileges:
If you do not see all available roles, not all roles may be enabled for your organization.
Mining Prep users without admin roles can create, read, update, delete, and share data sources, transformations, and loading.
The following table summarizes capabilities in different areas of Process Mining for each user role:
|Viewer||Analyst||User Admin||Super Admin|
|Logs||Read shared logs||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Models||Read shared models||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Analysis and Filter||Create, read, update, delete||Create, read, update, delete||Create, read, update, delete||Create, read, update, delete|
|Filters||Read||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Dashboard||Read||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Process Scorecards||Read shared scorecards||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Target durations||Read||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Working schedules||Read||Create, read, update, delete, share||Create, read, update, delete, share||Create, read, update, delete, share|
|Users||None||None||Create, read, update, delete, share||Create, read, update, delete, share|
|Organizations||None||None||Read||Create, read, update, delete|
Mining Prep and Process Mining share user accounts. If you create a user account in Process Mining, that user can log into Mining Prep with the same credentials. Their organization membership is also shared.
A user's organization is determined by the organization you have selected when you create their account. You can't change a user's organization after you create their account. Confirm you have the correct organization selected before you begin.
To add a new user in Process Mining:
Process Mining sends the new user a welcome email asking them to login to verify their email, reset their password, and accept the terms and conditions.
New users are prompted to change their passwords when they first log in. User passwords must meet the following minimum requirements:
If a user forgets their password, they can request to reset it from the login page. They will receive an email with a link to change their password.
You can edit a user's basic information and settings from the User Management page. You can't change the organization a user belongs to. To move a user from one organization to another, you need to recreate their user account within that organization.
To edit a user account:
Deleting a user permanently removes their account from Mining Prep and Process Mining.
To delete a user in Process Mining:
To find your own user settings, click Edit Profile in the side menu bar. Here, you can change your preferred language and view, copy, or renew the API Key that is associated with your profile.
When you renew your API Key, the previous key is disabled from further use. You will need to update any references to the old API key.
Service accounts are used to provide the right level of access and security to objects for incoming web service requests. To use features that connect Appian Process Mining and other Appian capabilities, you'll need to create a service account in Appian Designer and add its associated API key to the relevant area.
To create a new Process Mining service account and API key:
Click Create Service Account.
You'll use this API key to allow access to other Appian capabilities outside of Appian Process Mining.
Depending on the capability you are using with your Process Mining service account, you'll need to give it specific permissions. For example, service accounts used to generate workflow must be added to the Process Mining Workflow Converters system group, and service accounts used to import records must be granted
View access to the record types.
|Generate Workflow||Add to Process Mining Workflow Converters system group.|
|Mine Appian Applications Using Records||Grant
Once you have the service account API key, you can configure the connection between Process Mining or Mining Prep and Appian Designer:
Manage Users and Organizations