Appointing Process Designers and BPM Managers
As an Account Manager, you decide who may model in the Process Space by making them a Process Designer in the account management; you choose the BPM Managers from among the Process Designers.
A Bpanda license alone does not allow a user to model. You grant this authorization by making them a Process Designer in the Process Space tab of the account management.
Prerequisites
You are an Account Manager of your account.
The future Process Designers have a Bpanda license, see Assigning Licenses.
Background
Process Designers design and import processes and see all versions of all processes. BPM Managers also manage the entire Process Space. For details on what each role is allowed to do, see Roles and Authorizations.
Only a Process Designer can become a BPM Manager. For this reason, the account management offers you only the Process Designers in the dialog for the BPM Managers. There must always be at least one BPM Manager in the Process Space.
You can assign both roles to users or groups. With a group, for example from Microsoft Entra ID, every new member automatically becomes a Process Designer, and anyone who leaves the group is no longer one. See Creating Groups.
At the top, the Process Space tab shows how many BPM Managers, Process Designers and groups there are and which functions are switched on in the Process Space. Below that are the sections BPM Managers, Process Designer and All Users and Groups in Process Space.
Appointing Process Designers
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Open the account management, see Managing the Account, and switch to the Process Space tab.
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In the Process Designer section, click the edit icon.
The Add Process Designers dialog appears.
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Select the checkbox of every user and every group that is to model. Clear it for everyone who no longer should.
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Click Apply Selection.
Appointing BPM Managers
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In the Process Space tab, click the edit icon in the BPM Managers section.
The Add BPM Managers dialog appears. It lists only Process Designers.
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Select the checkbox of the future BPM Managers and clear it for everyone who is no longer to be one.
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Click Apply Selection.
You can also remove an individual Process Designer or BPM Manager from the list using the × in their row.
A BPM Manager can also appoint further BPM Managers in the Process Space itself, see Appointing a Further BPM Manager.
Opening Analytics
Open Analytics in the ⋮ menu next to the name of the Process Space shows key figures on processes, reviews, Q&A, organization and jobs — the same as the Analytics tab in Bpanda, see Using Analytics.
See also: Appointing Account Managers, Inviting Users to the Process Space