Overview
Bizagi presents a Work Portal, where the business applications that have been previously designed are presented to end users.
End users work in there in structured or unstructured processes, by creating new cases, completing pending activities, or overall working with the data of the designed business applications.
As part of the Experience design concept, the Work Portal features a new menu aimed at enabling Personas to interact with Bizagi under a personalized experience; that is, by having the content adapt to each particular user.
Bizagi is context-aware and understands who the user is, and what the user wants and needs.
Access the Work Portal
End users only need a registered account in that Bizagi Work Portal, and access through a browser (i.e, from a desktop), or from the Bizagi app when using mobile devices or tablets.
Intranet or Internet access is needed according to how is the Production environment set up in your organization.
URL access to the Work Portal in a Production environment is typically set as:
https://[project_environment]-[your_project]-[your_company].bizagi.com
For further information about authenticated access to the Work Portal, refer to Login to the Work Portal.
Timeout
Bizagi Work Portal has a timeout session configured by default. Thirty seconds before the session ends, a warning message will display notifying that the session is about to expire. To keep the session opened, click the Continue button.
If any user exceeds the default time (20 minutes), a pop-up window is displayed indicating that the session has expired and the user must log in again.
To log in again, click the Log In button on the pop-up window.
The session time is controlled per project. If you have more than a browser opened with the same project, all of them display the same message.
Thus, it is recommended for users to save the session frequently before it expires.
Idle session timeout
To modify the session timeout, you must go to the Security module from Bizagi Studio Expert view, display the Authentication options, and select the Idle sessions time-out option. Once selected, a window is displayed for you to set the session time out for Work Portal users. Click the Update button for the changes to take place.
Main menus
The Work Portal presents different menus for different uses.
Note that an admin may configure access rights so that not every profile has visibility and access of the complete set of menus.
There are two main menus which are centered around enabling end users to complete their daily work, regarding structured or unstructured processes.
These main menus are common for most profiles, and they are:
1.Me: A menu that dynamically adjusts to individual changes of the logged-in end user, which is classified as a Persona.
This menu is context-aware, and it presents the options and features that make sense to that Persona in a particular circumstance.
For further information about the Me menu, refer to Me.
2.Inbox: Presents the activities which are pending and have been currently assigned to the logged-in end user, regardless if that user is a Persona or not.
For further information about the Inbox, refer to Inbox.
Additional menus
Additional options in Bizagi Work Portal consider options for end users in general, but also for a upper management profiles, a business admin or a platform admin profile.
.5
These are:
•New case: An option to start new process instances (i.e, cases).
Available processes to be manually started are presented by following the process hierarchy as defined for your organization's processes architecture.
•Queries: A feature designed for management profiles to retrieve details of ongoing and closed cases, as well as business data stored in specific entities so that these search results are useful to create reports or analysis.
For more information about this option, refer to Queries.
•Reports: A comprehensive set of performance indicators for both real time and historical analysis. Observations and conclusions obtained from these indicators help analysts understand the process and identify opportunities for improvement.
For more information about this feature, refer to Reports and Process Analytics.
•Work Portal administration: A comprehensive set of options to manage the Bizagi project as a whole. The project encompasses the unlimited number of process applications you may have, as well as aspects of the system in general such as parameters, business definitions, system settings and users, among others.
For more information about this feature, refer to Work Portal administration.
Last Updated 1/19/2024 11:33:55 AM