Share process mining processes (preview)
[This topic is pre-release documentation and is subject to change.]
When you create a process in process advisor, only you can see it. But you may want to share the analytics and insights with others. Share your process mining processes with others in your organization so they can also glean insights to make decisions.
There are a few ways you can share your process.
Share from process lists page
On the process advisor homepage, beneath the cards for the processes, select All processes.
Select More commands (the three vertical dots), and then select Share.
Share from process details page
On the process details page, you can share the process in one of two ways:
In the command bar, select Share.
On the Share with card, select Manage.
Share from analytics report page
On the analytics report page, you can share the process by selecting Share in the command bar.
When you select the share action, a share panel displays. The share panel is where you select users in your Azure Active Directory (which may include external users) and share your process with them. You can search for any user to invite to your process in the Dataverse tenant.
When you share a process with others, the option to send an email invitation is automatically selected for convenience. Viewers are invited to view the process's analytics. There's a link in the email invitation that leads them to the shared process's analytics.
The share action is available on the Processes screen for the following:
Each process where you're an owner.
The system administrator in the environment.
Any security role that has share permissions on process advisor system entities.
The share action is also available on the process details page with the same conditions. For process mining, only the co-owner and viewer roles are available for sharing with others.
Share a process with a co-owner
Adding a co-owner to the process allows the owner to include other people who can help manage the process. A co-owner can perform the following actions:
View and edit process details.
Share the process with other co-owners and viewers.
Share a process with a viewer
Adding a viewer to a process shares analytics and insights with other people. If the analytics have not been generated, the viewer would land on the process details page instead. A viewer can perform the following actions:
View the process details.
The admin experience for processes they don't own isn't supported.
Removing all process roles from a user (such as viewer) does not remove that process from the user's process list view. They can't perform any actions on the process.
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