Licenses vs Functionality Matrix

iGrafx provides two methods for defining user licenses and capabilities:

User Extension Method (for customers using 17.1 or earlier)
User License Method (for customers using 17.2 or later)

Customers upgrading to 17.2 can continue to use the User Extension Method if preferred.

To view your User License(s)

Login to the iGrafx Platform
Click your name in upper right corner of the Platform display
Select the My Profile option
In the right frame, choose the USER INFO tab
See the License Assignment (User Licenses) or License Assignment (User Extensions) section

If your heading says License Assignment (User Extensions) then your capabilities are defined by the User Extension Method.

If you have multiple User Licenses assigned to you then you are granted the maximum, licensed capabilities.

User License Method (for use in version 17.2 or later)

This table highlights the iGrafx Platform capabilities enabled by specific User licenses and Platform Modules.

iGrafx Platform	User License
Functionality	Viewer	Collaborator	Designer	Architect
Connect iGrafx Client (FlowCharter, Process, or Process for Six Sigma) ⁽¹⁾
View Approved Documents & Diagrams	⁽⁶⁾
Endorse and Acknowledge ⁽⁹⁾ Approved Documents & Diagrams ⁽²⁾
View All Enterprise Objects, Dashboards & Reports	^{(5) (6)}
View & Create Diagram Comments	⁽⁵⁾
Review or Approve Documents & Diagrams
Add and Update non-iGrafx Documents (e.g. PDF, DOC, PPT, etc.)
Create & Edit Folders and Web Address Objects
Check-out & Check-in Client Documents & Diagrams
Start & Schedule Review, Approve, Endorse & Acknowledgement ⁽⁹⁾ Cycles
Create QuickMap Diagrams ⁽¹⁰⁾
Create, Edit, & Manage Web Diagrams ⁽⁸⁾
Propose New Enterprise Objects From a Web Diagram ⁽⁴⁾
Create & Edit Resource, Glossary & Term Objects
Create & Edit Dashboards & Reports
Create & Edit All Enterprise Objects (not requiring a Module) ⁽³⁾
Create Enterprise Objects From Web Diagram Proposals ⁽⁴⁾
Create & Edit Diagram Shape Libraries
With "PRC" (Performance Risk & Control) Module
Functionality	Viewer	Collaborator	Designer	Architect
View PRC Data Values Displayed in Diagrams
Edit PRC Data Values
Create & Edit Charts & Tables
Create & Edit PRC Objects (Risks, Controls, KPIs, Opportunities ⁽⁷⁾)
With "Automation" Module
Functionality	Viewer	Collaborator	Designer	Architect
Participate in Automation Workflow
Edit Automation Properties
Deploy Process to Automation
With "API" Module
Functionality	Viewer	Collaborator	Designer	Architect
Use the REST API to interact with the application in an automated fashion

⁽¹⁾ iGrafx FlowCharter, Process, and Process for Six Sigma are Desktop Clients installed separately from the Platform.

⁽²⁾ Web Diagrams are individually Endorsed, Reviewed, Acknowledged¹ and Approved via Cycle Management. Client diagrams are contained in .igx documents which are Reviewed, Approved, and Endorsed.

⁽³⁾ Objects that can be edited without a module are: Strategy, Goal, Requirement, Process, External Agent, Resource, Interface, Service, Operation, Work Product, Class, (Web-authored) Diagram, (Client-authored) Document containing Diagrams, Shortcut, Glossary, Term, Dashboard, Report, Shape Library, Web Address, Journey, Moment, Touch, Product, Business Service and Capability ⁽⁷⁾.

⁽⁴⁾ 17.4 and later

⁽⁵⁾ 17.4.1 and later

⁽⁶⁾ Viewers can only view Approved objects.

⁽⁷⁾ iGrafx Cloud 17.6 and iGrafx 17.7 On-premises and later

⁽⁸⁾ Journey Map Diagrams require the iGrafx Cloud ⁽⁷⁾

⁽⁹⁾ iGrafx Cloud 17.7.1 and iGrafx 17.8 On-premises and later

⁽¹⁰⁾ iGrafx Cloud 17.8.1 and later

User Extension Method (generally for use in versions 17.1 or earlier)

This table highlights the iGrafx Platform capabilities enabled by specific licenses and user extensions.

Enabled Functionality

A "User" license is required for every Platform User

iGrafx Platform	User Extension
Functionality	⁽¹⁾ User	⁽⁴⁾PRC	⁽⁵⁾ Automation	⁽⁵⁾ Automation Designer	Collaborator	BPMN Web Diagrammer	Desktop Connector	⁽⁶⁾ Desktop Connector Plus	⁽⁴⁾ PRC Designer	⁽³⁾ Business Modeler	^(2,3)Business Architect
Log in to the iGrafx Platform and Connect to a Repository via Browser
View Repository Content / Files (except PRC Data)
Participate in Cycles (e.g., Review, Approve, Endorse, Acknowledge ⁽⁹⁾) and Annotate
Create / Edit Repository Folders
Add, Check in / Check out non-iGrafx Files
Perform Cycle Management
Create / Edit "Generic List or Table" Reports
Create QuickMap Diagrams ⁽¹⁰⁾
Create / Edit , Check in / Check out Web Diagrams ⁽⁸⁾
Propose New Enterprise Objects From a Web Diagram ⁽⁷⁾
Create / Edit Resource, Glossary, and Term Objects
Create / Edit Dashboards (non-PRC gadgets)
Open / Connect to a Platform Repository via Client
Add, Check in / Check out iGrafx Files (only available via Client)
Create / Edit 'Describes' Relationships in web-based Diagrams
Create / Edit 'Describes' Relationships in .igx-based Diagrams
Create / Edit Enterprise Objects
Create Enterprise Objects From Web Diagram Proposals ⁽⁷⁾
Create / Edit Relationships among Enterprise Objects
Create / Edit "Generic Matrix" Reports
Create / Edit "Risk Map" Reports
Create / Edit PRC Gadgets on Dashboards
Add / Edit PRC Data (i.e., data points)											⁽⁴⁾
Create / Edit Charts and Tables
View PRC Data (via any method - Charts, Tables, Gadgets, etc.)
Run Synchronization between Enterprise Modeler and Repository
Create / Design Process Automation Diagrams and Specifications
Participate in / Run Automated Processes

PRC = Performance, Risk and Controls

⁽¹⁾ "User" license required for every Platform User

⁽²⁾ "Business Architect" comes with the functionality of the Desktop Client with Desktop Connector Plus, as well as the Enterprise Modeler and Sync tools.

⁽³⁾ Requires the Architecture Platform Extension.

⁽⁴⁾ Requires the PRC Platform Extension

⁽⁵⁾ Requires the Automation Platform Extension

⁽⁶⁾ Requires purchase of dedicated Desktop Client

⁽⁷⁾ 17.4 and later

⁽⁸⁾ Journey Map Diagrams require the iGrafx Cloud 17.6 and iGrafx 17.7 On-premises and later

⁽⁹⁾ iGrafx Cloud 17.7.1 and iGrafx 17.8 On-premises and later

⁽¹⁰⁾ iGrafx Cloud 17.8.1 and later