Viewer settings

You can specify not only what diagrams will be available for what users in the Engage Process Viewer but you can also specify what functionality of the Engage Process Viewer will be available and how this tool will be presented to the specific users of your organization.

In general, the Engage Process Viewer shows diagrams grouped in three folders: Published diagrams, Shared diagrams.and Processes for approval. You can change the standard names of these folders. Type new names in the Published diagrams box, Shared diagrams box or Processes submitted for approval box, respectively.

There are also Other two settings on the organization level that will always apply to all viewers:

•	Enable fit to page for overview diagram - if you check this box all overviews will be shrunk to fit to the current page, if you uncheck it the overviews will get the original sizes.

•	Use current table item values - if you check this box the current global table values will be shown, if you uncheck it the values from the moment the process diagram was submitted for publication will be shown.

Initially, only your organization is shown in the Viewer functions list. If you select this unit you will see that all Functions in the list below (except Show only overviews in navigation pane) are checked for it. This means that initially the Engage Process Viewer offers its full functionality to all users in the organization. If you want to limit this functionality for all users just uncheck some boxes. For example, if you uncheck the Change password function, the users of the Engage Process Viewer will not be able to change password in this tool.

If you want to restrict the functionality separately for each user and/or group in the organization, press the Add user/group button to add the unit for which the restrictions will be specified. You will find how to add and remove users and groups and how to inspect the membership in the description of the authorization dialog. Notice that you can remove all units except the organization.

For example, if you add a group and uncheck the Print function only for it, then all users who belong to this group will not be able to print. However, they will be able to change their passwords even though this functionality is disabled for the rest of the organization. If you add a user and specify some restrictions for him these restrictions will be taken into account independently of the restrictions for the whole organization and for the groups the user belongs to.

The following functions of the Engage Process Viewer can be disabled for a user or group:

•	Export - if you uncheck this box then the user will not see the export buttons in all his report dialogs.

•	Print - if you uncheck this box the user will see neither the Print item in the File menu nor the print button in all the report dialogs.

•	Change preferences - if you uncheck this box then the user will see neither Options item of the File menu nor the Save Workspace and the Saved Workspace buttons in the Workspace group of the VIEW tab.

•	Showing annotations - if you uncheck this box then the user will not see the Annotations box in his show/hide options, so he will not be able to hide annotations or to show them if you have already decided to hide them for a process diagram.

•	Showing notes - if you uncheck this box then the user will not see the Notes box in his show/hide options, so he will not be able to hide notes or to show them if you has decided to hide them for a process diagram.

•	Log off - if you uncheck this box then the user will not see the Log off button.

•	Show only overviews in navigation pane - if you check this box a viewer can navigate only via the overview diagrams accessing the other diagram from overview shapes, if you uncheck it all available diagrams will be shown in the navigation pane.

•	Navigation pane (it makes sense to hide this pane if all processes can be accessed from a top level overview that is shown initially)

•	Search result (by hiding this pane you also disable the Find text function)

You can see the result of the overview settings for all users and groups in your organization if you press the Viewer settings report button of the REPORT tab in the ribbon.