Organization settings

You need an administrator account to use this function.

You find the Organization settings in the user menu in the top right corner.

In SAP Signavio Process Governance, an organization represents a collection of users - typically a company - together with all their data. People outside your organization cannot see your organization's data. After you log in, you see all data inside one particular organization. If you belong to multiple organizations, you can switch between organizations by selecting a different organization in the user menu.

Edit the organization name

You can directly edit the displayed name, edits are visible after you reload the page.

Members

If you use central user management in SAP Signavio Process Manager, the Members settings in the Organization settings are inactive.

Here you find the following functions:

  • Adding and removing users

  • Giving and revoking administrator privileges
  • Adding and removing user groups

  • Adding users to groups

  • Inviting new users to your organization

Users

When an organization is created with the first user, this user gets an organization administrator role by default.

The Users tab shows all users in your organization. You can view their email address, license type, and membership type - collaborator or administrator.

To export a CSV file with all users, click Export all users. For each user, the CSV files contains the following:

  • User ID

  • Full name

  • Email address

  • Admin status (true/false)

Change membership type

There are two types of users in SAP Signavio Process Governance, collaborators and administrators.

Administrators can give collaborators the administrator role.

  • In the users table, click the icon next to the user type. The user type changes.

Delete users

Administrators can delete users.

Follow these steps:

  1. In the users table, click Remove.

  2. In the dialog, select a replacement user or activate Select a replacement later.

  3. Confirm the removal.

Deleted users with task assignments that weren't replaced are listed in the User off-boarding section. Administrators are reminded weekly to specify a replacement.

User off-boarding - replace users

In this section, you see all deleted users without a replacement. You also see the open items linked to the deleted account.

When you remove users from your organization, there still could be unfinished tasks for their accounts, or the users were owners of workflows and reports. You can specify replacement users to take over. Replacement users have all necessary permissions to complete open tasks and cases, but don't inherit group memberships of the deleted users. Assignment for closed tasks is not changed for audit reasons.

To replace users, follow these steps:

  1. Click Select replacement.
  2. Select a replacement user.
  3. Confirm in the dialog and click Replace.

Users are replaced

  • in workflows: owner, assignments, candidates, default values for form fields, transition conditions, JavaScript test values, permissions
  • in reports: owner, permissions
  • in open tasks: assignments, candidates, permissions
  • in cases: replacement users gets access to cases started after the replacement and implicit view on cases where the replaced users were assigned a task or were candidates for a task

Users aren't replaced

  • in conditions: in custom rules in form fields and groups, in transitions (e.g. in automatic gateways), in reports
  • in cases: the replacement users don't get access to cases started before the replacement

Deleted users are removed from all groups. You need to manually assign replacement users to groups.

Deleting the user for SAP Signavio Process Manager integration

When you delete the user for the SAP Signavio Process Manager integration, you need to do the following:

  • Set a replacement user

  • Ensure that the replacement user has access to SAP Signavio Process Manager.

  • Ensure that the replacement user has the same access rights to the dictionary.

Otherwise the dictionary integration no longer works.

Read more about how to set up the integration in section Activating the Dictionary integration.

Groups

The groups list shows the user groups in your organization. You can use groups to define candidates for tasks while creating the process, or to manage access rights for workflows and cases.

To create a new group, enter a group name in the text field above the group list and click Create.

Click a group’s name to see a list of members and to add or remove members.

Invite a colleague

The invitations list shows pending invitations for SAP Signavio Process Governance.

  1. Select a license type.
  2. Enter the email address.
  3. Click Invite.

Invited users receive an email with a link to the registration page, where they can create a SAP Signavio Process Governance user that will become a member of the organization.

Billing

The Billing tab shows your Contract terms:

  • the number of remaining user licenses - how many more people you can add to the organization

  • the license expiry date, after which you must renew your licenses to continue using SAP Signavio Process Governance.

You see a summary of your current license type.

Single Sign-On

Single sign-on (SSO) makes it possible to access SAP Signavio Process Governance using an existing corporate user account, so you do not have to log in to SAP Signavio Process Governance separately.

For more information, please contact our SAP Signavio service experts on the SAP ONE Support Launchpad.

Users who are members of more than one organization are forced to log in using the identity provider when they are switching from an organization without SSO.

Workspace

Preferences

Preferences include settings that apply to the organization in general.

Time zone affects which time zone SAP Signavio Process Governance uses.

Email signature replaces the default SAP Signavio Process Governance team signature in notification emails .

Restrict process creation

Activate Restrict process creation to restrict the right to create processes to one user group.

Only users of the selected group have the permission to do the following:

  • create new processes

  • copy processes

  • import processes

Users who are not members of the group but have editing rights for specific processes are still able to modify these processes.

The transfer of processes between SAP Signavio Process Manager and SAP Signavio Process Governance is not affected by this restriction. Any modeler can transfer a process from SAP Signavio Process Manager to SAP Signavio Process Governance.

Labels

For a better overview of all processes in your organization, you can use labels to categorize processes, for example by department or status.

In the Labels section, you start with a set of default labels.

To add a new label, enter a new label name and click Create label.

Change the label color by clicking the color.

To change the label name, click .

To delete a label, click next to the label and confirm by clicking .