Roles
In Celonis Process Management, the following roles are available:
Viewer
Can navigate process landscape in process portal
Can search for content
Can create manual or guide for the organization
Can create links to processes
Author
Can model sub processes (create sub processes)
Can make sub processes and repositories available for release
Can modify only processes they created or processes where the author is defined as additional author. Processes which don’t have author defined can also be edited
Can create their own repository objects
Can connect existing repository objects to process
Approver
Can delegate decision about releasing or rejecting processes or objects to another person
Can reject the release
Can accept processes or repository objects to release them
Architect
Can create processes with Categories and Main Processes
Can create repository objects
Can set up the process house
Can modify and create objects with a hierarchical structure, repository objects with tabular structure (roles, input/output) and global tasks
Administrator (Admin)
Note
The Admin role has its own section of the documentation, which you can find here.
Can change every process and object in Celonis Process Management
Can administer users, user groups and permission sets
Can modify every aspect of Celonis Process Management configuration
The table below summarizes the functions of each role:
User Roles by Feature
User Roles Overview Features | Viewer | Author | Architect | Approver | Analyst | Administrator |
---|---|---|---|---|---|---|
Define customer experience management models. | x | x | x | |||
Modeling Customer Journey Maps | x | x | x | |||
Generate Customer Journey Map | x | x | x | x | x | x |
Define customer touchpoints | x | x | x | |||
Define Stakeholders | x | x | x | |||
Determine and define personas. | x | x | x | |||
Survey and define the voice of the customer | x | x | x | |||
Define distribution channels | x | x | x | |||
Modeling processes according to the modeling standard BPMN 2.0 | x | x | x | |||
Extend processes with data objects and attributes (eBPMN 2.0 extension) | x | x | x | |||
Semantically guided modeling | x | x | x | |||
Modeling process interfaces | x | x | x | |||
Modeling standardized process steps (Best Practice Tasks) | x | x | x | |||
Model and orchestrate end-to-end processes (E2E) and business transactions (scenarios) | x | x | x | |||
Automatically update process layout during process modeling (Auto-Layout function) | x | x | x | x | x | x |
Generate different process layouts automatically. | x | x | x | x | x | x |
Free graphical design of processes and process maps (HTML editor) | x | x | x | |||
Initially record processes in tabular form (automatic generation of graphics) | x | x | x | |||
Maintain and detail processes in tables (automatic graphics generation) | x | x | x | |||
Connect more objects with tasks (eBPMN) | x | x | x | |||
Maintain additional attributes | x | x | x | |||
Differentiate roles according to the duty to cooperate (RASCI) | x | x | x | |||
Differentiate groups according to the duty to cooperate (RASCI) | x | x | x | |||
Connect process interfaces in the start and end event. | x | x | x | |||
Link predecessor and successor processes | x | x | x | |||
Upload and graphically visualize process workshop images. | x | x | x | |||
Determine the degree of process maturity. | x | x | x | |||
Aggregate process maturity level | x | x | x | |||
Validate process semantics (check modeling errors) | x | x | x | |||
Show BPMN Icons on process flow objects. | x | |||||
Store audit results | x | x | x | x | ||
Locking and unlocking process processing | x | x | x | |||
Display connected objects in the process in a table | x | x | x | |||
Display life cycle diagrams (audit trail) of all process versions. | x | x | x | |||
Compare released and edited process versions (Process Comparison Editor) | x | x | x | |||
Define organizational models/diagrams. | x | x | x | |||
Automatically generate organizational models/charts graphically. | x | x | x | |||
Add and define positions in the organization model. | x | x | x | |||
Detail organizations with attributes and related objects | x | x | x | |||
Define groups with positions and further details. | x | x | x | |||
Define and detail locations (locations) | x | x | x | |||
Define skills centrally | x | x | x | |||
Maintain existing user skills. | x | x | x | |||
Maintain the required skills in the position. | x | x | x | |||
Reuse objects (roles, organizational units ...) | x | x | x | |||
Create a suggestion list when entering glossary names (Auto-Complete function) | x | x | x | |||
Search for objects in lists and architectures via a dialog. | x | x | x | |||
Add attachments as link. | x | x | x | |||
Upload attachments (documents) | x | x | x | |||
Upload images and visualize them directly. | x | x | x | |||
Intelligent linking of plants directly with connected systems (additional services | x | x | x | |||
Formatting descriptions with HTML editor | x | x | x | |||
Define scope (scope filter) via organization, locations, and tags. | x | x | x | |||
Save intermediate states of the modeling automatically (Auto-Save) | x | x | x | |||
Copy process flow objects within a diagram | x | x | x | |||
Copy process flow objects to other diagrams. | x | x | x | |||
Cut out process flow objects within a diagram (Drag and Drop. | x | x | x | |||
Cut process flow objects into another diagram (drag and drop) | x | x | x | |||
Authorize editing of diagrams and objects by multiple authors. | x | x | ||||
Translate diagram and object details. | x | x | x | |||
Automated translation of diagram and object details (Online Translation Service) | x | x | x | |||
List connected diagrams and objects in an evaluation group as links | x | x | ||||
Display version history of all versions of diagrams and objects | x | x | ||||
Generate standard manuals as Word files. | x | x | ||||
Generate process graphics as Word file. | x | x | ||||
Generate individual customer evaluations as Word files. | x | x | ||||
Structure process models hierarchically | x | x | ||||
Move process models | x | x | ||||
Create new versions of released diagrams | x | x | ||||
Consolidate diagrams | x | x | ||||
Delete not-released diagrams | x | x | ||||
Generate graphical navigation structure automatically. | x | x | x | x | x | x |
Sort processes in the architecture with sort number | x | x | ||||
Export BPMN 2.0 diagram | x | |||||
Import BPMN 2.0 diagram | x | |||||
Export Celonis Process Management Diagram | x | |||||
Import Celonis Process Management Diagram | x | |||||
Import Word document (prerequisite: configured import template) | x | |||||
Import XML | x | |||||
Import ARIS | x | |||||
Import Visio data | x | |||||
Export Excel mass data processing (translation) | x | |||||
Import Excel mass data processing (translation) | x | |||||
Import and update organizational hierarchy. | x | |||||
Import and update IT architecture | x | |||||
Import and update risk and control architecture | x | |||||
Requirements can be imported and updated. | x | |||||
Use BPMN 2.0 standard. | x | x | x | x | x | x |
Extended BPMN 2.0 standard modeling standard | x | x | x | x | x | x |
ArchiMate 3.0 Standard | x | x | x | x | x | x |
Build IT landscape | x | x | x | x | x | x |
Map and manage organizational structure, including positions | x | x | x | x | x | x |
Implement Customer Experience Management (CEM) | x | x | x | x | x | x |
Customer Journey Mapping | x | x | x | x | x | x |
Create strategy and target diagrams (target trees, measures including status, etc.) | x | x | x | x | x | x |
Define key figure trees and reports with report chapters. | x | x | x | x | x | x |
Create project portfolio | x | x | x | x | x | x |
Manage Skills | x | x | x | x | x | x |
Set up the product portfolio. | x | x | x | x | x | x |
Manage Learnings and Trainings | x | x | x | x | x | x |
Present risk/control management | x | x | x | x | x | x |
Manage requirements | x | x | x | x | x | x |
Deposit standards and standard chapters | x | x | x | x | x | x |
Model and define objects | x | x | x | |||
Detail objects with HTML editor attributes | x | x | x | |||
Detailing objects with attributes | x | x | x | |||
Connecting objects with other objects | x | x | x | |||
Release Object Versions | x | x | x | |||
Create an object version. | x | x | x | |||
Consolidate objects | x | x | x | |||
Filter objects | x | x | x | |||
Structure objects hierarchically | x | x | x | |||
Disable architecture in the system facet | x | x | x | |||
Store documents and link them to processes | x | x | x | |||
Evaluation groups Display connections to other objects/diagrams. | x | x | x | x | x | x |
Show individual entry pages (home pages) | x | x | x | x | x | x |
Display profiles for all diagram and object contents | x | x | x | x | x | x |
Generate various graphical diagram representations. | x | x | x | x | x | x |
Display hierarchies in a navigation tree. | x | x | x | x | x | x |
Display several process levels in one surface side by side (2-levels) | x | x | x | x | x | x |
Process maps, graphical visualization | x | x | x | x | x | x |
See and open stored attachments easily. | ||||||
Print diagrams directly via browser print | x | x | x | x | x | x |
Make personal user settings: Languages. | x | x | x | x | x | x |
Make personal user settings: List sizes. | x | x | x | x | x | x |
Make personal user settings: Selected roles. | x | x | x | x | x | x |
Automatic translation function with Deepl.com | x | x | x | |||
Subscribe to content (subscription service) | x | x | x | x | x | x |
Info-Mail for release changes | x | x | x | x | x | x |
Subscribe to content with multiple selections. | x | x | x | x | x | x |
Select subscriptions for categories. | x | x | x | x | x | x |
Combine subscriptions and favorites (button with fly-out) | x | x | x | x | x | x |
Show a list of all changes in chronological order | x | x | x | x | x | x |
Define favorites | x | x | x | x | x | x |
Favorite Service: Manage/Group Favorites | x | x | x | x | x | x |
Favorite Service: Share Favorites | x | x | x | x | x | x |
Create permanent links from versions. | x | x | x | x | x | x |
Create permanent links from version independent versions. | x | x | x | x | x | x |
Create permanent links from the selection (in versions) | x | x | x | x | x | x |
Provide a central glossary for all users. | x | x | x | x | x | x |
Mass edit linked attributes. | x | x | ||||
Use the Training Assistant app to communicate specific expertise | x | x | x | x | x | x |
Change attributes in released processes or objects | x | x | x | |||
Role entry for all employees with connected home page | x | x | x | x | x | x |
Create possible variants in the administration area | x | x | x | |||
Create variants | x | x | x | |||
Modeling variant processes | x | x | x | |||
Complete localization of variant processes | x | x | x | |||
Localize individual process flow objects of a variant process. | x | x | x | |||
Completely de-localize variant processes | x | x | x | |||
De-localize individual process flow objects of a variant process. | x | x | x | |||
Update variant processes Standard search: Search diagrams, objects, and information globally | x | x | x | |||
Expert search: Search/filter in specific attributes. | x | x | x | x | x | x |
Expert search: Search with operators | x | x | x | x | x | x |
Expert search: Search with asterisks and quotation marks | x | x | x | x | x | x |
Direct access to the selected search result via a link in the details area | x | x | x | x | x | x |
Filter search results in the list view | x | x | x | x | x | x |
Apply scope (scope filter) to search results (can be activated/deactivated) | x | x | x | x | x | x |
Adjust the navigation tree on the left and the graphical display according to the set scope filter. | x | x | x | x | x | x |
Apply Scope filter to processes and objects in list view (can be activated/deactivated) | x | x | x | x | x | x |
Enable filtering for manuals. | x | x | x | x | x | x |
Create new diagrams or object versions. | x | x | x | |||
Delete diagrams and objects that are being edited | x | x | x | |||
Create a new version of released processes and objects. | x | x | x | |||
Create IDs for objects. | x | |||||
Organise inputs/outputs in your own architecture | x | |||||
Automatic versioning of processes and objects | x | x | x | |||
Sharing: add more approver/approver groups (optional) | x | x | x | |||
Release: Validate methodical rules in the process | x | x | x | |||
Release: Send diagrams and objects to the release | x | x | x | |||
Release: Ignore validation rule warnings to start the release (enable/disable) | x | x | x | x | ||
Release: Define diagram and object validity start "Valid from | x | x | x | |||
Release: Enter reason for revision (must have attributes) | x | x | x | |||
Release: Automatically forward requests for release to approvers | x | x | x | x | ||
Approval: Inform approvers by e-mail about pending requests for approval (optional) | x | x | x | x | ||
Sharing: Automatically create and view requests (tasks) for approvers | x | x | x | x | ||
Release: Manage requests (tasks) | x | x | x | x | ||
Release: Call process/object directly | x | x | x | x | ||
Release: Approve or reject the release of processes and objects | x | x | x | x | ||
Set processes and objects to 'Expired. | x | x | x | x | ||
Review: Define Reviewer | x | x | x | x | x | x |
Review: Automatically forward request to the reviewer | x | x | x | x | x | x |
Review: Notify Reviewer | x | x | x | x | x | x |
Request: Send request for processes or objects | x | x | x | x | x | x |
Request: Automatically forward the request to the responsible person | x | x | x | x | x | x |
Request: Display/change the processing status of the request | x | x | x | x | x | x |
Request: Call process/object directly | x | x | x | x | x | x |
Request: Accept or reject a request | x | x | x | x | x | x |
Define authorization levels | x | x | ||||
Assign permissions to individual users or user groups. | x | x | ||||
Set permissions on diagrams or objects | x | x | ||||
Assign permissions for facets. | x | x | ||||
Assign authorizations for architectures. | x | x | ||||
Create document templates for processes and documents. | x | |||||
Edit document templates for processes and documents. | x | |||||
Release document templates for processes and documents | x | |||||
Create document templates for the remaining facets | x | |||||
Edit document templates for other facets. | x | |||||
Release document templates for other facets | x | |||||
Open-generated PDF manuals. | x | x | x | x | x | x |
Automatically generate PDF manuals upon approval. | x | x | x | x | x | x |
Manage manual templates centrally. | x | |||||
Use standard reporting | x | x | ||||
Set up customer-specific reporting (optional) | x | x | ||||
Configure method | x | |||||
Hide, rename, or add attributes/objects (Advanced Configuration) | x | |||||
Manage users and user groups. | x | |||||
Authentication provider: Use OAuth | x | |||||
Define permissions for facets. | x | |||||
Define variant types | x | |||||
Define Tags | x | |||||
Set review date | x | x | x | x | x | |
Configure languages (default: DE/EN) | x | |||||
Configure default or optional language | x | |||||
Making languages available for reporting | x | |||||
Create and upload a new user interface language. | x | |||||
Configure notifications by e-mail or tasks | x | |||||
Adjust release cycle | x | |||||
Enable and disable features | x | |||||
Customize CI | x | |||||
Configure profiles | x | |||||
Create and customize stereotypes (subtypes) for diagrams/objects. | x | |||||
Configure Manuals | x | |||||
Define validation rules | x | |||||
Configure Service and WebHooks | x | |||||
Power BI interface (Data Warehouse) | x | x | ||||
SAP Enable Now interface | x | |||||
Open REST API interface to Celonis Process Management | x |