Users
Creating users
To add a new account, you must possess at least a second level profile.
Follow the three following steps:
- Add a new account
By clicking the + Add new account button, you are able to add a new account. You must enter details such as username, email, given name, surname, tenant, country, and password. To confirm, click the Proceed button.
You are then able to set the activation status of the user. By default, the Active checkbox is selected for the user.
You can also define whether TM Agent is enabled for the user. To enable TM Agent, select the Agent enabled checkbox.
The User type drop-down menu allows you to select the type of the user. There are two available types: Personal and Service.
| Type | Description |
|---|---|
| Personal user | This user can log in and interact with IBM Process Mining using web browsers. |
| Service user | This user can interact with IBM Process Mining solely using the REST API. This user cannot log in or interact with IBM Process Mining using web browsers. |
You can also define the permissions of the user.
To assign the standard set of permissions to the user, select Use standard permission. Users with standard permissions are automatically assigned to the Business users and TutorialUser groups.
To copy the permissions from another user, select Copy permissions from another user, and enter the name of the user whose permissions are copied.
Note that only an administrator can set a first level profile as a technical user.
After you have created the account, you are automatically redirected to the relevant profile.
The "Agent enabled" flag, if enabled, allows the user to use the Task Mining Agent for registrations. If the flag is not enabled, the user will not have permission to use the Task Mining Agent.
- Add to group
Finally, go to the member of tab where the user’s groups are displayed. From this pane, you can add a user to a specific group by clicking + Add to group. Once the user is added to that group, the user is granted the group’s permissions.
User types based on license
IBM Process Mining has the following two types of users:
-
Analyst user
An Analyst user has the permission to create and own a project.
-
Business users
Business users can perform their analysis on the snapshot projects and do not have the permission to create or own projects.
Depending on your license, you can have a limited amount of users that can be created in your environment. For more information on license requirements, see License requirement.
Managing users
From the Users menu, you can search for a specific user and access its details by clicking edit icon corresponding to the required user.
Profile tab
In the Profile tab, you can edit the user’s personal information and set the user's status.
Recent activity tab
A consolidated view of the user’s recent activity by Events, Date, and IP. You need at least a second level profile to be able to see this tab.
Member of tab
Displays the user’s groups. From this pane, you can add a user to a specific group and therefore, grant the group’s permissions.
View authorizations* tab
A consolidated view of all the authorizations assigned directly to the user or inherited from its groups.
Projects and components tab
A consolidated view of all the projects that are owned by or shared with the user.
If you have a second-level profile, you can change the ownership of a project.
To change the ownership of a project, complete the following steps:
- Click the Change owner icon
. - Enter the name of the new owner in the field.
- Click Proceed.
Deleting users
click 
next to the user and confirm the deletion by choosing which user will take over the ownership of the deleted user’s projects (alternatively, the components can be deleted).
You need at least a second level profile to delete a user.