Setting Up the Workspace

Objective

After completing this lesson, you will be able to personalize and customize your company’s workspace

General Workspace Settings

SAP Signavio Process Manager Settings,

Setting Up Your Workspace

Now, that we understand the administrator's role, let's see how to set up your workspace. 

Note

Because some configuration and access rights depend on each other, we recommend following this eLearning in order.

Configure General Software Settings

Let's first look at our general workplace settings for all modelers (Process Manager users) and how we can tailor them to our organization. First, we must open our General Configuration settings. This allows us to configure our settings for SAP Signavio Explorer, Editor, Help, and General settings.

Choose Setup > Edit general configuration.

To start, choose SetupEdit General Configuration. Here, you can view your:

  • Explorer settings
  • Editor settings
  • Help settings
  • General settings

Let's look at the settings within the Edit General Configuration option. In the following video, we will walk you through all the setting options for the Explorer.

Configure Language Settings

The Editor allows you to select your choice of language for your diagrams. You can translate the labels of modeling elements and element documentation to a specific language.  

To avoid confusion, we recommend configuring multiple languages only if you actually use them. When activating multiple languages for your workspace, you must set a default language. This determines the main language that the content is displayed in for your users. 

When you add more languages, this will directly impact all content in the SAP Signavio Process Manager (that is Attributes, Dictionary terms, and Diagrams).

Note

Watch the following demo to learn how you can add and change languages, and how this impacts your workspace.

Key Takeaways - General Workspace Settings

1 - Servers: The software runs on three different servers, depending on the region. 2 - Tenant Owner: This person is the first user registering for a workspace. By default, this user is an administrator and cannot be deleted. 3 - Administrators: Administrators make sure that the workspace remains well-structured and clean.

Great, you can now apply the general settings in your own workspace. Continue and familiarize yourself with the BPMN Notation and Attributes configuration.

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