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ProBeya

User Guide

Admin

Developer

API Reference

Get Started

ProBeya is a dual-mode Industrial OS. It runs the consulting program — and the daily operations forever after.

Introduction

Welcome to ProBeya

Get from zero to a working API call in under 5 minutes.

Quickstart

The ProBeya data model explained through a pharma plant example. Understand the hierarchy before you build.

Core Concepts

All notable changes to ProBeya, organized by release.

Changelog

Meet SkiFree: Lean Edition — the Phase 119 easter egg hiding on every missing page.

A tiny ritual for 404s

Contact Us

Everything you need to know to use ProBeya effectively as a team member.

Overview

User Guide Overview

Create and manage workspaces to organize your projects by team, department, or initiative.

Workspaces

Create and manage projects within workspaces to track work across multiple boards and views.

Projects

Use the Kanban board view to visualize work as cards in columns with drag-and-drop.

Board View

Board View (Kanban)

Use the spreadsheet-style table view for data-heavy workflows with inline editing.

Table View

Visualize project schedules and dependencies with a Gantt-style timeline view.

Timeline View

View and manage items on a calendar with day, week, and month layouts.

Calendar View

Create free-form visual canvases with sticky notes, shapes, and widgets — inspired by physical Obeya rooms.

Visual Board

Create, edit, move, and manage items — the core building blocks of every board.

Items & Tasks

Items and Tasks

Explore the 25+ custom field types available to structure your data in ProBeya.

Custom Fields

Filter and sort your board data to focus on what matters most.

Filters & Sorting

Filters and Sorting

Build and share forms to collect data that feeds directly into your boards.

Forms

Collaborate with your team using threaded comments and @mentions on items.

Comments & Mentions

Comments and Mentions

Configure how and when you receive notifications about changes in ProBeya.

Notifications

Find anything in your organization with global search and the Cmd+K command palette.

Search

Manage clinical-to-commercial technology transfers with structured phases, batch tracking, CPP/CQA registries, risk management, and regulatory readiness.

Technology Transfer

Deploy strategy through the X-Matrix, cascade objectives from enterprise to team, negotiate targets via catchball, and track execution with alignment scorecards.

Hoshin Kanri

Hoshin Kanri (Strategy Deployment)

Complete reference of keyboard shortcuts to navigate and operate ProBeya without touching the mouse.

Keyboard Shortcuts

Access any action instantly with the Cmd+K command palette.

Command Palette

Automate repetitive tasks with When/Then rules that trigger actions based on board events.

Automations

Use pre-built templates or create your own to standardize workflows and save time.

Templates

Save and share custom views with specific filters, sorts, grouping, and column configurations.

Saved Views

Select multiple items and perform batch actions to save time on repetitive updates.

Bulk Operations

Set up your ProBeya organization, configure your subdomain, and get your team onboarded.

Organization Setup

Configure your organization's subdomain and optional custom domain.

Subdomain

Subdomain Configuration

Invite, manage, and offboard users in your ProBeya organization.

User Management

Understand the role-based access control system and configure permissions for your organization.

Roles & Permissions

Roles and Permissions

Control which ProBeya modules are available to your organization and understand how plan tiers, overrides, and live propagation work.

Module Gating

Customize ProBeya with your organization's logo, colors, and brand identity.

Branding

Configure two-factor authentication, single sign-on, session policies, and security settings.

Security

Configure SAML 2.0 or OpenID Connect SSO for your organization to centralize authentication through your identity provider.

Single Sign-On (SSO)

Connect ProBeya with third-party tools like Slack, GitHub, Jira, and more.

Integrations

Configure bidirectional integrations with pharmaceutical enterprise systems including SAP PM, TrackWise, Ennov, Coswin, and SAP ECC.

Pharma Data Connectors

Configure outgoing webhooks to receive real-time HTTP notifications when events occur in your ProBeya organization.

Webhooks

Create, manage, and revoke API keys for programmatic access to the ProBeya API.

API Keys

Configure organization, project, and resource calendars to define working days, hours, and exceptions for scheduling.

Calendars

Configure automatic PDF report generation and email delivery on daily, weekly, or monthly schedules.

Report Schedules

Configure and deploy Andon display screens for real-time shopfloor KPI visibility without user authentication.

Andon Boards

Register and manage industrial edge gateways that connect PLCs, SCADA systems, and IoT devices to ProBeya.

Site Agents

Manage your subscription plan, payment methods, and billing history.

Billing

GDPR compliance, data export, data retention, and audit capabilities.

Data & Compliance

Data and Compliance

Dashboard templates

Cleanroom

Turn your Outlook inbox into a ProBeya cockpit — capture evidence, create actions, and log meeting time without switching apps.

Outlook Add-in Overview

How the ProBeya add-in reaches your Outlook ribbon, and what to do if it does not appear.

Installing the Outlook Add-in

Snapshot an Outlook email into ProBeya as traceable evidence — metadata only, or full `.eml` plus attachments.

Capturing Email Evidence

Let ProBeya AI draft an action or idea from the email you're reading — you review every field before submitting.

Smart Create with AI

See linked ProBeya entities — actions, RCA investigations, deviations, PPM projects, ideas — for the email you're reading.

Context Side Panel

Log your Outlook calendar meetings as PPM time entries without leaving Outlook.

Meeting Timesheet

How long captured email evidence is retained, how PII can be masked, and how GDPR right-to-erasure is supported.

Retention & Privacy

Architecture, tech stack, and integration patterns for developers building on ProBeya.

Developer Overview

Runtime services, tenant isolation, data flow, and deployment boundaries.

Architecture

Run the ProBeya monorepo with its PostgreSQL 16 development stack.

Local Setup

Local Development Setup

Auth flows, API keys, session management, and security specifications for ProBeya integrations.

Authentication

Technical implementation details of the custom field system — schema, rendering, and validation.

Custom Fields Dev

Custom Fields (Developer)

WebSocket architecture, real-time sync, presence indicators, and live cursors.

Real-Time

Real-Time Features

Connect Claude, GPT, or any AI assistant to your ProBeya boards, KPIs, and actions via the Model Context Protocol.

MCP Server

Receive real-time HTTP notifications when events happen in ProBeya. HMAC-signed, auto-retried, pharma-ready.

Connect ProBeya to 6,000+ apps using Zapier.

Zapier Integration

Deploy and upgrade ProBeya with the supported production Compose stack.

Self-Hosting

How to contribute to ProBeya — code, documentation, translations, and bug reports.

Contributing

Everything you need to get started with the ProBeya REST API — base URL, authentication, response format, and conventions.

API Introduction

Introduction to the ProBeya API — base URL, authentication, and conventions.

API Overview

Authenticate with the ProBeya API using personal access tokens or OAuth.

Authentication API

Cursor-based pagination for efficiently traversing large result sets in the ProBeya API.

Pagination

Understand ProBeya API rate limits per plan, response headers, and strategies for handling throttling.

Rate Limiting

Complete reference for all error codes, the error envelope format, and troubleshooting guidance for the ProBeya API.

Errors

Error Codes

Use query parameters to filter, sort, and search across ProBeya API list endpoints.

Filtering & Sorting

API endpoints for managing organizations.

Organizations

Organizations API

API endpoints for creating and managing workspaces.

Workspaces API

API endpoints for creating and managing projects within workspaces.

Projects API

API endpoints for managing boards, groups, and board settings.

Boards

Boards API

API endpoints for creating, reading, updating, moving, and deleting items.

Items

Items API

API endpoints for managing board columns (custom field definitions).

Columns

Columns API

API endpoints for managing comments and threaded discussions on items.

Comments

Comments API

API endpoints for managing KPI definitions, values, targets, and SQCDP categorization.

Administration