Getting started with Lurana BPM¶
Sign in¶
Signing in takes two steps: the workspace and username, then the password. See Sign in for the flow, the messages you may see, and accounts that cannot sign in.
If you have forgotten your password, see Password recovery. When a session expires while you work, Sessions explains how you return to the same screen.
Find your way around¶
The top navigation rail has four main areas:
| Area | Use it for |
|---|---|
| Home | Your cases |
| Designer | Processes and Case Tables |
| Dashboard | Analytics dashboards |
| Admin | Users, settings, plugins, and the DMS integration |
The sidebar changes with the area you open. On Home, for example, it lists Inbox, Draft, Participated, Process Supervisor, and your process categories. See Navigation for the rail, the collapsible sidebar, the classic view, and the breadcrumbs.
Set your preferences¶
Use the controls in the top bar to change the language, switch between light and dark mode, and open your profile. Your choices follow you across sessions. See Profile and preferences, and use Global search to find cases, processes, and users from any screen.
Menu availability
The rail and sidebar are filtered by permissions. If you expect an area and cannot see it, ask your administrator to review your role.
Your first steps¶
- Open Home → Inbox to see cases waiting for you. See Inbox.
- Open a case to work on it. See Opening a case.
- To start a new case, use the new-case action on Home and choose a process.
- If you design processes, open Designer → Processes.
- If you manage the platform, open Admin and review Users and Settings.
Getting help¶
- Use the comments at the bottom of each page to flag missing or unclear steps.
- For access problems, ask your administrator to check your role and the permissions attached to it.
- For process-specific questions, contact the owner of the process.