button in the top right corner of the application or click the [System designer] link on the bpm’online home page.System designer comprises the bpm’online configuration tools. To open the system designer, click the button in the top right corner of the application or click the [System designer] link on the bpm’online home page.
Processes
Process management tools
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Process library |
Opens the [Process library] section where you can edit your existing process diagrams and create new ones. Process wizard and process designer are available in this section. |
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Process log |
Opens the [Process log] section for managing running processes and viewing statistics on completed processes. |
Note
Detailed descriptions of the business process management can be found in the bpm’online business process documentation.
Users and administration
Tools for registering users, distributing access rights and auditing the system operations.
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User and role administration |
Opens the [Users and roles] section where you can set up the roles structure for your company, register users and sort the employees by role. |
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Object permissions |
Opens the [Object permissions] section where you can set up user rights and roles for operations with system object. For example, rights for changing and deleting records in the "Account" or "Contact" object. |
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Operations permissions |
Opens the [Operations permissions] to set up user rights and roles for different system operations. For example, you can set up your workplaces or Excel import parameters. |
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Audit log |
Opens the [Audit log] page containing information about the events that occur in the system, for example, user authorization, modifying the user role structure, modifying access rights to objects. |
Import and integration
Records import and data synchronization features.
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Excel data import |
Opens the import setup window that you can use to import records from an Excel file to your system. |
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LDAP integration setup |
Opens the LDAP integration page that you can use to automatically register users in bpm’online as they register in a domain and to enable domain authorization. |
System setup
User tools for bpm’online configuration setup
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Lookups |
Opens the [Lookups] page that allows you to set up values for different lookups used in the system. For example, "Job titles", "Industries", "Activity categories" and so on. |
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Section wizard |
Opens the section wizard that allows you to create and set up your own sections in bpm’online. |
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Detail wizard |
Opens the detail wizard that allows you to create and set up new details to be included in the bpm’online sections. |
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Mobile app wizard |
Opens the wizard that allows you to configure your bpm’online mobile application. Read more |
Interface setup
Additional tools for setting up bpm’online interface.
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Workplace setup |
Opens the page where you can set up the structure of workplaces to be available on the side panel. |
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Logo customization |
Opens the page that allows you to change the logos displayed in the application. |
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Color customization |
Opens a separate page that allows you to change the color of the side panel. |
Admin area
Developer tools for setting up bpm’online configuration.
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Advanced settings |
Opens a separate workplace containing a set of developer tools to configure bpm’online. |
Note
Detailed descriptions of the developer configurations can be found in the bpm’online platform development documentation (SDK).