- Release Notes
- Getting Started
- Permissions
- Starting as
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- Task Capture Integration
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- Additional Resources
Role Description and Matrix
Variate roles offer the possibility to provide suitable access to the Automation Hub sections and functionalities for the users that are created within your tenant. By default, the Standard User role is assigned to all newly created users however, the system offers the possibility to assign other default or customized roles to the users. Furthermore, the platform provides the options that allow you to implement secure user layers in the tenant by partitioning control in the pipeline and granting access rights granularly per category and action type. Essentially for each user account, you can define the ideas categories that they can access, in order to better control their rights to create, view, edit, and manage the ideas and components in Automation Hub.
Details about each Role and its designated permissions are available in the platform by accessing the Admin Console > Manage Access > Roles > Roles or below, in the Default Roles section.
Besides the below roles, we have implemented a special category of roles designed to support the management of Automation submissions and flow. Please check the Citizen Developer Roles and Collaborator Roles page for details.
By accessing the Roles page from the platform you can also check out the two Help sections providing details about What are roles? and How do the tables work?. To dismiss them click the X icon on the top right corner. Once dismissed, the sections are not displayed anymore when the Roles page is accessed the next time. To see again the section click the Help icon.
To better integrate your company particularities, besides the default non-editable roles, Automation Hub offers the possibility to add new, customized roles. Please check the Creating a New User Role page for more details.
Default Roles
Below you can find a table containing the Automation Hub default roles.
- These roles cannot be edited, disabled, or deleted because they are connected to the way the Automation Hub works.
- You can assign multiple roles to the user account and, for each role, define the idea categories corresponding to the type of access you want the user to have.
| Role | Description |
|---|---|
| Account Owner | The first user of the tenant automatically receives the Account Owner role, allowing them to edit the Tenant Settings page. |
| System Admin | System Admins can view and edit everything within their UiPath Automation Hub instance. They are primarily responsible for managing users and doing the platform configuration. |
| RPA Sponsor | RPA Sponsors have read-only rights for viewing all the information around the ideas and the reusable components, access to the built-in Dashboards and Reports. |
| Component Curator | Component Curators are responsible for curating the flow of RPA reusable components within the UiPath Automation Hub platform. |
| Program Manager | Program Managers can view and edit the ideas, decide what ideas should progress in the implementation phases, assign implementation teams. |
| Idea Approver | Idea Approvers push forward ideas by identifying duplicates and approving ideas they endorse for a detailed assessment. |
| Authorized User | Authorized Users target Subject Matter Experts, Process Owners, RPA Business Analysts, Process Consultants who know the process in detail, and have access to Submit a CoE-driven idea, in order to submit their idea by directly filling in the detailed assessment. |
| Standard User | It provides access to submitting ideas and reusable components, as well as exploring the pipeline of ideas, the gallery of reusable components, and the enterprise community of Automation Hub users. All users have this permission assigned by default after the account is created. |
| Citizen Developer Self User | Automate low-risk, simple tasks/activities only for their own usage; Access to Share automations. |
| Citizen Developer Power User | Automate low risk, simple/medium task/activities or processes for users from their own department/team or for themselves; Access to Share automations; Access to the Automation Pipeline page to view and select automations that they want to develop. |
| Business Reviewer | Push forward automations created by a Citizen Developer Self User and select which automations are worth being endorsed for a technical review. |
| Technical Reviewer | Identify code quality issues and approve automations for large consumption. |
Permission Matrix
Automation Ideas
| Action | Account Owner | System Admin | RPA Sponsor | Component Curator | Program Manager | Idea Approver | Authorized User | Standard User | Citizen Developer Self User | Citizen Developer Power User | Business Reviewer | Technical Reviewer |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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View an idea Access to view the information available in any Idea Profile page based on the categories you have been assigned to. |
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Submit an employee-driven idea Access to share ideas through the employee-driven flow. |
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N |
N |
N |
N |
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Submit CoE-driven idea Access to submit ideas through the CoE-driven flow. |
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N |
N |
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N |
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N |
N |
N |
N |
N |
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Submit a change request |
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N |
N |
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N |
N |
N |
N |
N |
N |
N |
N |
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Access to All and Review tables to review a new idea |
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N |
N |
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N |
N |
N |
N |
N |
N |
N |
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Submit the Assessment Access the idea's Detailed Assessment section in order to fill it in and, once done, mark it as complete. The option allowing you to do this is Submit Assessment. |
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N |
N |
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N |
N |
N |
N |
N |
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Review an Assessed Idea Access to take a decision around approve/reject/put on hold for ideas that are in Qualification phase - Awaiting Review status. |
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N |
N |
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N |
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Edit all details of any Idea Access to view and edit all the sections of any idea: About,, Cost-Benefit Analysis, Documentation, Components and Collaborators. |
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N |
N |
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N |
N |
N |
N |
N |
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Update the Phase and Status of any idea Access to change the Phase and/or Status of any idea by accessing the idea automation profile > About > edit mode > Phase and Status dropdowns. |
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N |
N |
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N |
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N |
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N |
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Change the assessment version of any idea. Allows you to update the assessment of the idea from edit in the About page > Detailed Assessment section, to another version of detailed assessment configured in the customize assessments from Platform Setup section. |
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N |
N |
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N |
N |
N |
N |
N |
N |
N |
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View sensitive information from general assessments |
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N |
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N |
N |
N |
N |
N |
N |
N |
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View sensitive information from Detailed Assessment View the questions and KPIs marked as ‘sensitive information’(when customizing the Detailed Assessment) in the Share a CoE idea form, Automation Profile (View & Edit mode) and Automation Pipeline. |
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N |
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N |
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N |
N |
N |
N |
N |
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View sensitive information from Citizen Developer Assessment |
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N |
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N |
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View sensitive information from Change request assessments |
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N |
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N |
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View sensitive information from Cost Benefit Analysis Access to the Cost Benefit Analysis page of any idea and view the sensitive information around benefits and costs in the Automation Pipeline. |
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N |
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N |
N |
N |
N |
N |
N |
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Publish to the Automation Store Allows you to publish on Automation Store your ready-to-go automation. |
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N |
N |
N |
N |
N |
N |
N |
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N |
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Assign a Process Owner Access to assign a Process Owner to an automation idea during the approval process. |
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N |
N |
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N |
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Archive any Idea Access to change the status of the idea to Archived, hiding it from the Explore Automation page. |
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N |
N |
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Delete any Idea Access to permanently delete the idea and all its related content from the database. |
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Access the Reports Access to view and download the built-in Reports. |
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N |
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Access to Dashboards Access to view and download the built-in Dashboards |
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N |
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Access to all Automation Pipeline views View the 5 Automation Pipeline tables: All, Review, Decision Pipeline, Implementation and Live. |
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N |
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N |
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N |
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Download Automations in the Live Phase Allows you to download automations while they are in live phase. |
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N |
N |
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N |
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Components
| Action | Account Owner | System Admin | RPA Sponsor | Component Curator | Program Manager | Idea Approver | Authorized User | Standard User | Citizen Developer Self User | Citizen Developer Power User | Business Reviewer | Technical Reviewer |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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View Components Access to view the reusable components which have passed the curation process and are now published. |
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Download any published Component Access to download the package of any reusable component displayed in Explore Components. |
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Upload a Component Access to the Upload Component option which allows the user to upload a reusable component and submit it for curation. |
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View Manage Components page Access to view the list of all reusable components, regardless of their status. |
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N |
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Curate any Component Access to open a component in curation mode, in order to perform the review process. |
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N |
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Delete a Component Access to delete a Component in any Status. Deleting Data |
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N |
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Edit any Component Access to edit the information from the component profile page and thus creating a new version. |
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N |
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N |
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Archive any components Access to change the status of the component to Archived in order to remove it from the Explorer Components page. |
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N |
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N |
N |
N |
N |
N |
N |
N |
N |
Admin Console
We recommend caution when assigning Administrative permission for customized roles you create, as the consequences of the allowed actions can be significant for the experience of all your users.
| Action | Account Owner | System Admin | RPA Sponsor | Component Curator | Program Manager | Idea Approver | Authorized User | Standard User |
|---|---|---|---|---|---|---|---|---|
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Manage the Tenant Settings Access to the Settings page that allows you to customize the tenant by enabling/disabling certain Automation Hub features. |
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N |
N |
N |
N |
N |
N |
N |
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Manage Access Access to the Assign Roles page that contains the options allowing you to edit / delete the tenant's user accounts. |
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N |
N |
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Manage the Roles Access to the Roles page that contains the options allowing you to view / add / edit the Roles and Collaborator Roles that will be assigned to the tenant's users. |
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N |
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Manage the Categories Access to the Categories page that contains the options allowing you to add / update / delete the category structure. |
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N |
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Manage the Application Inventory Access to the App Inventory page that contains the options allowing you to add / update / delete applications used for each Automation Area. |
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N |
N |
N |
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Manage the Documentation Templates Access to the Documentation page that contains the options allowing you to add / update / delete documentation templates to be used to document the Ideas in a consistent and accurate way. |
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N |
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Customize Assessments Access to the Customize assessments page that contains the options allowing you to adjust any of the proposed assessments in case the default forms do not provide all the information needed. |
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N |
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Set up the Cost Catalog Access to the Cost Setup page that contains the options allowing you to configure the cost associated with the RPA implementation. |
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N |
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Manage the API tokens Access to the Open API page that contains the options allowing you to create/find/update the information required for authenticating to your Automation Hub services via API calls. |
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N |
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N |
Citizen Developer Automations
| Action | Account Owner | System Admin | RPA Sponsor | Component Curator | Program Manager | Idea Approver | Authorized User | Standard User | Citizen Developer Self User | Citizen Developer Power User | Business Reviewer | Technical Reviewer |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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View Automations Access to built by the citizen developer. |
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N |
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Share an Automation Access to share an automation built using Studio/StudioX, in order to have it reviewed for consumption by a larger audience. |
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N |
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Access to All and Review tables to perform Business Review of Automations |
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N |
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Access to All and Review tables to perform Technical Review of Automations |
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Start Development of projects assigned to CD Power Users Access to the Automation Pipeline; All, Implementation to select an idea or an automation from the Citizen Developer Power User pipeline and start implementing it. It also gives access to add files and components. |
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N |
N |
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N |
N |
N |
N |
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N |
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Manage the Citizen Developer automation Access to view and edit all the sections of any automation from About, Documentation, Components, Collaborators pages. Archive and permanently Delete any automation. |
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N |
N |
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N |
N |
N |
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