Prepare the Workspace - Overview

This section guides you through the configuration settings of the SAP Signavio Process Manager workspace.

You find most settings in the Workspace settings administrators can access from the side navigation. Details are in the SAP Signavio Process Manager Workspace Admin Guide.

The following settings can be accessed from the Setup menu in the explorer:

  1. Configure general software settings

    Configure the name of your workspace and the workspace owning organization, as well as currency settings.

  2. Configuring language settings for all users

    To manage content in multiple languages, you need to configure these languages in your workspace settings.

  3. Add and manage notation subsets

    To control complexity in your diagrams, you can create and manage subsets of modeling elements.

  4. Add and manage custom attributes

    Define custom attributes to add additional information to modeling elements.

  5. Add custom categories for dictionary entries

    In the dictionary you manage definitions for objects like documents and IT systems to reuse them throughout your process landscape. Create your own dictionary categories that help you structure the dictionary entries.

  6. Managing modeling conventions

    SAP Signavio Process Manager can check automatically if your process and decision diagrams follow specific modeling conventions. Configure these conventions to fit your organization's requirements.

  7. Manage attribute overlays

    With attribute overlays, also called attribute visualization layers, modelers can display attributes directly on the diagram canvas. You can configure custom rules for displaying attribute overlays.

  8. Creating and managing process documentation templates

    With process documentation reports you can generate a comprehensive overview of your process landscape as a PDF document, for example to provide documentation to external stakeholders like auditors. You can create templates for these reports to specify what information you want to include and how to present it.

    SAP Signavio Process Manager provides various customizable reports as spreadsheets or PDF files. See section Creating reports.

  9. Managing approval workflows

    If you are using SAP Signavio Process Manager together with SAP Signavio Process GovernanceInformation published on non-SAP site, you can configure approval workflows to ensure that diagrams have been reviewed before they are published in SAP Signavio Process Collaboration Hub or made available to specific stakeholders or systems like workflow engines.

  10. Manage security settings

    You can set up an allowlist for IP addresses, add trusted domains, and configure password policies.

  11. Manage Access Rights

    Create and implement an access management concept.