What is the Process Designer Tool

  • The Process designer is a tool used to view and modify Privia processes. 
  • This tool is typically only used by individuals that will be launching and owning running processes. 
  • The Process Designer comes with the Privia Platform Client and is automatically installed whenever the Privia Platform Client is installed.


The Process Designer can be launched from three different methods. 

  1. Start Menu: Click Start->Programs->Privia->Privia Process Designer 
  2. Privia Platform: Click the tools menu on the Platform Client and then choose the menu item for Process Designer 
  3. Enhanced Web: Any running process (opportunity) can launch the Privia Process Designer by clicking the manage button and choosing the option to view the running process. 


Permissions to use the Process Designer tool 


The Privia Process Designer is installed whenever the Privia Platform Client is installed. But, the tool can only be used to connect to a server in which the user has been set up with Process Author rights.