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Last modified by admin on 2022/04/24 04:58
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- 1LongVA
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Assign Users
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Assign user You can assign users and set their permissions by following below steps: Step 1: In Manage Access, select Users tab Step 2: Select Assign User Step 3: In the opened popup, select desired users and their permissions. Step 4: Click Save. The newly added users are displayed
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Assign Users
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Assign Users
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== **Assign user** == You can assign users and set their permissions by following below steps: Step 1: In **Manage Access**, select** Users** tab [[image:image-20230630134940-1.png]] Step 2: Select **Assign User** [[image:image-20230630135024-2.png]] Step 3: In the opened popup, select
[1] Users
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Manage User Access As an Insights administrator, you can manage user access to Insights. You can assign permissions to users using an existing Center account to log in to the Insights. Assign Users
…. Go to the 3-dot menu on the leftmost side of the user card and select Edit User. 4. Assign
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** == As an Insights administrator, you can manage user access to Insights. You can assign permissions to users using an existing Center account to log in to the Insights. === **Assign Users** === 1. Access to Insights. 1. Go
…. Assign roles and Tableau accounts to your users. === **Unassign Tableau user** === 1. Go to the 3-dot
[2] How to create Human Task in a process
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) Assignee target: Assign this task to a specific user or a group - When you choose Specific assignee option
…assignment allows you to assign this task to a randomly selected person in the pool, Collaborative assignment allows you to assign this task to all the members in the pool. - When you choose Binding
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]]) **Assignee target: **Assign this task to a specific user or a group - When you choose **Specific assignee
…. There are 2 options: **Exclusive assignment** allows you to assign this task to a randomly selected person in the pool, **Collaborative assignment** allows you to assign this task to all the members in the pool
[1] Manage and coordinate processes
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, if a Human task/Bot Task is pending for too long, user can do the following actions to assign the task
…of Task. - Assign new assignee: Assign the Task to another user. BOT TASK S1: Click in the Bot
…: Change the status of Task. - Assign new assignee: Assign the Task to another user.
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of the process, if a Human task/Bot Task is pending for too long, user can do the following actions to assign
…task status: Change the status of Task. - Assign new assignee: Assign the Task to another user
…of Task. - Assign new assignee: Assign the Task to another user. )))|[[image:image-20230312200658-59
[3] Organization Unit
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with no assigned Organization Unit does not have access to any type of resources. The same agent cannot
…to another. A drop-down list displays all of the units assigned to a user located at the header of the page
…of the OU User The list of all the Users assigned in this OU. This list included: Username Email
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unit and shown on the Dashboard. **Notes:** A user with no assigned Organization Unit does not have
…of the units assigned to a user located at the header of the page, available at all times. User can also use
…//|The description of the OU | |**User**|The list of all the Users assigned in this OU. This list included
[2] Roles
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Manage User Roles Insights supports 2 main permissions: ADMINISTRATOR_RESOURCE & DATASET_RESOURCE. From 2 basic permissions, users can be assigned different roles. The impact of permissions on the system is outlined in the following table: Permissions ADMINISTRATOR_RESOURCE DATASET_RESOURCE Assign
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, users can be assigned different roles. The impact of permissions on the system is outlined
…" %)**ADMINISTRATOR_RESOURCE**|(% style="background-color:#f0f3f5" %)**DATASET_RESOURCE** |Assign User|X| |Configure Business
[4] Assets
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assigned to an asset: Common Value - the default value received by every agent, unless a specific value is assigned to an agent. Value Per Agent - a value received only by the specified agent. If Common Value
…: The admin can assign all values in an asset to an individual or a group of individuals. Only the assigned
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others: **Username** and **Password**. |4|Value|The value assigned to an asset: //**Common Value** - the default value received by every agent, unless a specific value is assigned to an agent.// **Value Per
…** == This feature allows the admin to manage assets with 2 levels. Level 1: The admin can assign all values
[2]Share an Employee-driven idea
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value to the organization 4. Assign Process Owner: Assign Process Owner who is responsible
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**~ **4.** Assign Process Owner**: Assign Process Owner who is responsible for checking the correction
[4] How to set variable task in a process
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, and assign them with new values. Variables can be initialized when designing a process as well as during
…in definition session Column 1: Name of variables Column 2: Assign variables with new values b
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user to create global variables for the process, and assign them with new values. Variables can
…session |((( **Column 1: **Name of variables **Column 2:** Assign variables with new values
[2] Manage tasks in a process
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are related to Tasks (View detailed Task) 2 Name Name of Task 3 Assigned Assignee of the Task 4 Process Name
…) 2 Name Name of Task 3 Assigned Assignee of the Task 4 Process Name Name of the process including
…of the process including this task 4 Agent Assigned Agent 5 Workflow Workflow is used in the Task 6 Version
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|Actions are related to Tasks (View detailed Task) |2|Name|Name of Task |3|Assigned|Assignee of the Task
…are related to Tasks (View detailed Task) |2|Name|Name of Task |3|Assigned|Assignee of the Task |4|Process
…|Agent|Assigned Agent |5|Workflow|Workflow is used in the Task |6|Version|Workflow version is used
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