Lesson 22: Apply Roles – Case Studies

Lesson 22 is highly practical, demonstrating real-world case studies for configuring and managing user roles. You will learn how to adapt permissions precisely to organizational needs, restrict access to specific processes, and delegate editing responsibilities safely.  

Lesson 21: Understand Roles in HEFLO

This video is critical for administrators, as we examine thoroughly into Role-Based Access Control (RBAC). Learn how to manage user roles in your HEFLO environment to precisely control who can access which screens, edit which processes, and perform specific actions on the Portal and in the Editor.  

Lesson 20: Invite a User

Lesson 20 is essential for administrators, detailing the process of inviting new users to your HEFLO environment. We cover two distinct methods for adding individual users or inviting groups, assigning roles, and ensuring proper access through license assignment.  

Lesson 19: Manage Environment

This video focuses on administrative control, specifically how to access and customize your HEFLO environment. The environment is your dedicated virtual space housing all your processes, users, and settings. We’ll show you how to tailor its visual appearance and core settings to perfectly align with your organization’s needs.  

Lessson 18: Manage Subscriptions

Lesson 18 provides a comprehensive overview of into environment management, focusing specifically on HEFLO Licenses and Subscriptions. Understanding the different license types and how to assign them is crucial for efficient cost management and ensuring every user has the appropriate access level.  

Lesson 17: Import a Process

Lesson 17 teaches you a valuable feature for content portability and reuse: Importing and Exporting BPMN processes (using the standard .bpmn format) and Process Landscapes (using .landscape files). This is essential for transferring content between HEFLO environments or migrating existing diagrams from other modeling tools.  

Lesson 16: Explore the Portal Home Page

In Lesson 16, we take the interactive Process Landscape created in the previous video and configure it as the default homepage for your HEFLO collaborative portal. This transforms your visual value chain into the main navigational entry point for all users.  

Lesson 15: Build a Value Chain Diagrame

We shift focus to higher-level visualization by teaching you how to create an interactive Process Landscape diagram. This is an excellent tool for representing your company’s value chain, linking high-level functions to detailed processes, documentation, and external resources for easy portal navigation.  

Lesson 14: Manage Process Versions

In Lesson 14, we go into into Process Versioning, the essential system HEFLO uses to manage change, preserve history, and ensure a stable environment for your users. We will demonstrate how to create a new version of a published process (like “Reimbursement of Expenses”) to implement a suggestion for improvement.  

Lesson 13: Add and Manage Comments

This video highlights one of HEFLO’s key collaborative features: real-time comments and suggestions directly on the Process Portal. Learn how users can easily provide feedback, flag specific tasks for improvement, and how process editors manage and implement those suggestions.