Roles & Permissions
The roles and permissions in project level provides the users to perform actions within the specific project inside the tenant.
Roles:
1. ProjectAdmin
2. ProcessAdmin
3. InteractUser
4. Developer
5. CredentialAdmin
The below is the detailed documentation of each role and their permissions within the project.
Project Admin
Users invited as “Project Admin ” are referred as the administrator of the specific project created and assigned to them. They will be granted access to manage project-level data.
Permissions:
1. Map and manage users in the project.
2. Add or remove resources as needed.
3. Schedule robots for automation tasks.
4. Request licenses for Runner (Unattended, Attended, Service account and High density).
5. Add, edit and manage credentials for applications.
6. Have overall control over the Interact menu.
a. Note that access to the Interact queues can be restricted to view and manage for this role.
7. Manage workflows published for projects.
The below table guides you with the permissions and actions assigned to the Project Admin.
| Pages | View | Add | Edit | Delete | Action |
|---|---|---|---|---|---|
|
Dashboard |
|
|
|
|
|
|
Roles & Users - Manage Users |
|
|
|
|
|
|
Roles & Users - Manage Roles |
|
|
|
|
|
|
Credential Manager |
|
|
|
|
|
|
Deploy Robot |
|
|
|
|
|
|
License |
|
|
|
|
|
|
Schedule Robot |
|
|
|
|
|
|
Interact Workflow - Queues |
|
|
|
|
|
|
Interact Workflow - URN Management |
|
|
|
|
|
|
Interact Workflow - Reports |
|
|
|
|
|
|
Interact Workflow - Project Configuration |
|
|
|
|
|
|
Workflow |
|
|
|
|
|
|
App Integrations |
|
|
|
|
|
Process Admin
The process admin is assigned to users who are responsible for overseeing and managing the automation processes within the specific project. Users with this role have the below permissions,
Permissions:
1. Access, review, manage, and generate reports in the Interact menu for specific projects.
a. Access to the Interact queues can be restricted to viewing and managing for this role.
2. Access to view credentials for applications and can perform actions to deactivate, lock, and unlock credentials within the project.
3. Request licenses for additional Runner required for project.
4. Add the resource, schedule and manage robots for automation processes within the project.
5. Monitor the status of deployed robots in real-time.
The below table guides you with the permissions and actions assigned to the Process Admin with each module.
| Pages | View | Add | Edit | Delete | Action |
|---|---|---|---|---|---|
|
Dashboard |
|
NA |
NA |
NA |
|
|
Roles & Users - Manage Users |
x |
NA |
NA |
NA |
NA |
|
Roles & Users - Manage Roles |
x |
NA |
NA |
NA |
NA |
|
Credential Vault |
|
x |
x |
x |
|
|
Deploy Robot |
|
|
|
|
|
|
License |
|
|
NA |
NA |
NA |
|
Schedule Robot |
|
|
|
|
|
|
Interact Workflow - Queues |
|
|
|
NA |
NA |
|
Interact Workflow - URN Management |
|
|
|
NA |
NA |
|
Interact Workflow - Reports |
|
|
|
NA |
NA |
|
Interact Workflow - Project Configuration |
x |
NA |
NA |
NA |
NA |
|
Workflow |
x |
NA |
NA |
NA |
NA |
|
App Integrations |
|
|
|
|
|
Interact User
The Interact User role is assigned to users who are responsible for viewing and managing cases in the assigned Interact queues. The permissions associated with this role are listed below:
Permissions:
1. Access the dashboard for project monitoring.
2. Monitor transactions on the Interact page for the assigned queues.
3. Review transaction details, and perform actions such as back-pushing, unlocking, and viewing the history of transactions within Interact
The below table guides you with the permissions and actions assigned to the Interact User with each module.
| Pages | View | Add | Edit | Delete | Action |
|---|---|---|---|---|---|
|
Dashboard |
|
NA |
NA |
NA |
|
|
Roles & Users - Manage Users |
x |
NA |
NA |
NA |
NA |
|
Roles & Users - Manage Roles |
x |
NA |
NA |
NA |
NA |
|
Credential Vault |
x |
NA |
NA |
NA |
NA |
|
Deploy Robot |
x |
NA |
NA |
NA |
NA |
|
License |
x |
NA |
NA |
NA |
NA |
|
Schedule Robot |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - Queues |
|
|
|
NA |
|
|
Interact Workflow - URN Management |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - Reports |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - Project Configuration |
x |
NA |
NA |
NA |
NA |
|
Workflow |
x |
NA |
NA |
NA |
NA |
|
App Integrations |
|
|
|
|
|
Developer
This role is responsible for developing, maintaining and deploying automation workflows, ensuring their seamless integration with Interact, the credential vault, and App Integrations within the specific project. Below are the permissions,
Permissions:
1. Access the dashboard for project and robot monitoring in real time.
2. View credentials for applications and perform actions to deactivate, lock, and unlock credentials within the project.
3. Have overall access to the Interact menu.
4. View and perform actions such as inactivating and downloading published workflows.
5. Has privilege to schedule robots for automation.
6. View and perform actions such as start and stop the deployed robots within the project.
The below table guides you with the permissions and actions assigned to the Developer with each module.
| Pages | View | Add | Edit | Delete | Action |
|---|---|---|---|---|---|
|
Dashboard |
|
NA |
NA |
NA |
NA |
|
Roles & Users - Manage Users |
x |
NA |
NA |
NA |
NA |
|
Roles & Users - Manage Roles |
x |
NA |
NA |
NA |
NA |
|
Credential Vault |
|
x |
x |
x |
|
|
Deploy Robot |
|
x |
x |
x |
|
|
License |
|
NA |
NA |
NA |
x |
|
Schedule Robot |
|
|
|
|
|
|
Interact Workflow - Queues |
|
|
|
NA |
|
|
Interact Workflow - URN Management |
|
|
|
NA |
|
|
Interact Workflow - Reports |
|
|
|
NA |
|
|
Interact Workflow - Project Configuration |
|
|
|
NA |
|
|
Workflow |
|
NA |
NA |
NA |
|
|
App Integrations |
|
|
|
|
|
Credential Admin
This role will have access to manage application credentials utilized by robots. These users are entrusted with the critical responsibility of overseeing and managing application credentials used by robots in the system. Below are the permissions entitled with,
Permissions:
1.Access the dashboard for project and robot monitoring in real time.
2. Manage application credentials utilized by robots.
3. Create, modify, and delete credentials within the role of Credential Admin.
The below table guides you with the permissions and actions assigned to the Credential Admin with each module.
| Pages | View | Add | Edit | Delete | Action |
|---|---|---|---|---|---|
|
Dashboard |
|
NA |
NA |
NA |
NA |
|
Roles & Users - Manage Users |
x |
NA |
NA |
NA |
NA |
|
Roles & Users - Manage Roles |
x |
NA |
NA |
NA |
NA |
|
Credential Vault |
|
|
|
|
|
|
Deploy Robot |
x |
NA |
NA |
NA |
NA |
|
License |
x |
NA |
NA |
NA |
NA |
|
Schedule Robot |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - Queues |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - URN Management |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - Reports |
x |
NA |
NA |
NA |
NA |
|
Interact Workflow - Project Configuration |
x |
NA |
NA |
NA |
NA |
|
Workflow |
x |
NA |
NA |
NA |
NA |
|
App Integrations |
|
|
|
|
|
