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Share process mining processes in process advisor (preview)

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[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.

To share your process with others from the process list, highlight your process, select More commands (the three vertical dots), and then select Share. You can also share from a process’s process details page and analytics page.

Screenshot of the Share option.

Important

  • This is a preview feature.

  • Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Share panel

When you select the share action, a share panel is displayed. The share panel is where you select Microsoft Dataverse users in your organization 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.

Screenshot of the Share panel, Manage access screen.

Share action

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 viewer role is available for sharing with others.

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:

Important

  • 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.