Managing users

Learn how to create new user accounts, add users to groups, and differentiate between types of licenses.

Creating new user accounts

Note: In the OCP environment, you cannot create new users neither from the UI nor via the integration APIs because the user management is done by the Cloud Pack.
To add a new user account in IBM Process Mining, complete the following steps:
  1. On the home page, click the Administration tab.
  2. In the Users tab, select the tenant in which you want to create a user.
  3. Click Add User.
  4. Enter the details of the new user account: the username, email, first name, last name, tenant, and country.
  5. Enter and verify the password that the new user is supposed to use to log in for the first time.
  6. Click Next.
  7. Select the type of user from the User type drop-down menu. There are two types of users:
    Personal
    This user can log in and interact with IBM Process Mining using web browsers.
    Service
    This user can interact with IBM Process Mining by using the REST API.
  8. Activate the user by setting the toggle Active user to Yes.
  9. Optional: to enable the Task Mining Agent for the user, set the Agent enabled toggle to Yes.
  10. Define this user's permissions:
    • 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 Tutorial User groups.
    • To copy the permissions from another user, select Copy permissions from another user, and enter the name of the user whose permissions you want to copy.
  11. Click Save.

Deleting user accounts

Important: When you delete a user account, it is gone permanently and cannot be restored. Ensure that the user no longer needs this account before deleting it.
To delete a user account in IBM Process Mining, complete the following steps:
  1. On the home page, click the Administration tab.
  2. In the Users tab, select the tenant from which you want to delete a user.
  3. Find the user account that you want to delete. You can use the search bar to find the user by their name, username, or email.
    Tip: To change the user listing to a descending or an ascending order, click the arrow in the appropriate column. For example, to sort the user names alphabetically, click the arrow button in the Name column to change the order of the users.
  4. Click the Delete button in this user's row.
  5. Type this account's username to confirm that you want to delete it.
  6. Click Delete.

Viewing and editing user account details

You can access and change the details of a chosen user, such as their account information, activity, groups they're a member of, their authorizations, and their projects. To view or edit a user account's details, complete the following steps:
  1. On the home page, click the Administration tab.
  2. In the Users tab, select the tenant the user account is in.
  3. Find the user account which you details you're interested in. You can use the search bar to find the user by their name, username, or email.
    Tip: To change the user listing to a descending or an ascending order, click the arrow in the appropriate column. For example, to sort the user names alphabetically, click the arrow button in the Name column to change the order of the users.
  4. Click the Edit button in this user's row.
  5. In the Profile tab, you can view and edit information about this user's username, email address, first and last name, tenant, country, password, and user type. You can also see and change whether they're an active user and whether they have access to the Task Mining Agent.
  6. In the Recent Activity tab, you can view the log of activities the user performed. Click on a date to see all the user's activity on that day. You can also search for specific activity by using the search bar, filtering the types of activity, or selecting a specific time period.
  7. In the Member of tab, you can view and edit which groups the user belongs to. For more information, see Adding users to groups.
  8. In the Authorizations tab, you can view the authorizations the user already has. For more information on how to change authorizations, see Managing authorizations.
  9. In the Project and Components tab, you can view all the projects and the number of business repository components that the user owns.

Adding users to groups

Organizing users into separate groups can help you manage accesses and permissions. When you add a user to a certain group, they get all the permissions that are granted to that group. To add a user to a chosen group, complete the following steps:
  1. On the home page, click the Administration tab.
  2. In the Users tab, select the tenant the user account is in.
  3. Find the user that you want to add to a group. You can use the search bar to find the user by their name, username, or email.
    Tip: To change the user listing to a descending or an ascending order, click the arrow in the appropriate column. For example, to sort the user names alphabetically, click the arrow button in the Name column to change the order of the users.
  4. Click the Edit button in the user's row.
  5. Go to the Member of tab.
  6. Click Add to group.
  7. Select the group from the list and click Add.

You can also add users to groups from the Groups tab. For more information, see Viewing and editing group members.

Removing users from groups

Organizing users into separate groups can help you manage accesses and permissions. When you remove a user from a certain group, all the permissions that are granted to that group are revoked from the user. To remove a user from a chosen group, complete the following steps:
  1. On the home page, click the Administration tab.
  2. In the Users tab, select the tenant the user account is in.
  3. Find the user that you want to add to a group. You can use the search bar to find the user by their name, username, or email.
    Tip: To change the user listing to a descending or an ascending order, click the arrow in the appropriate column. For example, to sort the user names alphabetically, click the arrow button in the Name column to change the order of the users.
  4. Click the Edit button in the user's row.
  5. Go to the Member of tab.
  6. Find the group from which you want to remove a user and click the delete icon in this group's row.
  7. Confirm that you want to remove the user from this group.

You can also remove users from groups from the Groups tab. For more information, see Viewing and editing group members.

Reassigning projects to a different user

If you want to change who the projects belong to, you can reassign them to a different owner.
Important: Make sure that the user who you reassign projects and documents to has all the permissions necessary to access them. If you reassign a project to a user, but do not give them permission to see and edit it, they will not be able to access that resource. For more information, see Managing authorizations.
To reassign a project, complete the following steps:
  1. On the home page, click the Administration tab.
  2. In the Users tab, select the tenant the user account is in.
  3. Find the user who currently owns the project. You can use the search bar to find the user by their name, username, or email.
    Tip: To change the user listing to a descending or an ascending order, click the arrow in the appropriate column. For example, to sort the user names alphabetically, click the arrow button in the Name column to change the order of the users.
  4. Click the Edit button in this user's row.
  5. Go to Projects and Components.
  6. If you want to reassign all of the user's projects and business repository documents to a new owner, complete the following steps:
    1. Click Reassign all.
    2. Select a new owner from the list.
    3. Click Reassign.
  7. If you want to reassign a specific project to a new owner, complete the following steps:
    1. Find the project in the list.
    2. Click Reassign in this project's row.
    3. Select a new owner from the list.
    4. Click Reassign.
  8. If you want to reassign all the business repository components to a new owner, complete the following steps:
    1. Click Reassign business repo docs.
    2. Select a new owner from the list.
    3. Click Reassign.

User types based on license

IBM Process Mining has two types of users:

Analyst
This user has the permission to create and own a project.
Business
This user does not have the permission to create or own projects.

Depending on your license, you can have a limited number of users that can be created in your environment. For more information on license requirements, see License requirement.

Learn more