Information regarding default roles is accessible on the "Manage Roles" page within
the invite menu. Each position is accompanied by a user link that presents the
individual's data for that specific role. If no user is assigned to a particular role,
it will not display any data.
What are the permissions assigned to the Default
roles at Tenant level?
· TenantAdmin: Users invited as 'Tenant Admin' are designated as
administrators for the assigned tenant. They have full access to perform
various actions within the tenant, including inviting users, managing roles,
requesting licenses, adding, or removing resources, and handling all
administrative configurations within the platform.
The below table guides you with the permissions and actions assigned to the Tenant
with each module and page in the Robility Manager.
|
Tenant Admin |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Products |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Robility AI |
Yes |
Yes |
Yes |
Yes |
Yes |
|
MarketPlace |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Projects |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Invite-Manage Users |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Invite - Manage Roles |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Resource |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Templates |
Yes |
Yes |
Yes |
Yes |
Yes |
|
UserTracks |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Features |
Yes |
Yes |
Yes |
Yes |
Yes |
|
License |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Help |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Admin - IP Config |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Admin - Platform Config |
Yes |
Yes |
Yes |
Yes |
Yes |
· RPA Developer: Users invited as "RPA Developer " has only access to the
Designer to develop robots, templates and contribute to the Marketplace.
While their access is focused on the Designer, RPA Developers play a vital
role in the overall success of automation initiatives, bringing technical
expertise and innovation to the forefront of the robotic process automation
landscape.
The below table guides you with the permissions and actions assigned to the RPA
Developer with each module and page in the Robility Manager.
|
RPA Developer |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Products |
Yes |
NA |
NA |
NA |
Yes |
|
Robility AI |
Yes |
NA |
NA |
NA |
No |
|
MarketPlace |
Yes |
NA |
NA |
NA |
Yes |
|
Projects |
Yes |
No |
No |
NA |
No |
|
Invite-Manage Users |
No |
NA |
NA |
NA |
No |
|
Invite - Manage Roles |
No |
NA |
NA |
NA |
NA |
|
Resource |
Yes |
Yes |
Yes |
Yes |
NA |
|
Templates |
Yes |
NA |
NA |
NA |
No |
|
UserTracks |
No |
NA |
NA |
NA |
NA |
|
Features |
Yes |
NA |
NA |
NA |
No |
|
License |
No |
NA |
NA |
NA |
No |
|
Help |
Yes |
NA |
NA |
NA |
NA |
|
Admin |
No |
No |
No |
No |
NA |
· User: These users should be assigned the appropriate role within the project.
They will not be granted any actions to perform within the platform.
The below table guides you with the permissions and actions assigned to the User
with each module and page in the Robility Manager.
|
User |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Products |
Yes |
NA |
NA |
NA |
NA |
|
Robility AI |
No |
NA |
NA |
NA |
NA |
|
MarketPlace |
Yes |
NA |
NA |
NA |
No |
|
Projects |
Yes |
NA |
NA |
NA |
No |
|
Invite-Manage Users |
No |
NA |
NA |
NA |
NA |
|
Invite - Manage Roels |
No |
NA |
NA |
NA |
NA |
|
Resource |
No |
NA |
NA |
NA |
NA |
|
Templates |
No |
NA |
NA |
NA |
NA |
|
UserTracks |
No |
NA |
NA |
NA |
NA |
|
Features |
No |
NA |
NA |
NA |
NA |
|
License |
No |
NA |
NA |
NA |
NA |
|
Help |
Yes |
NA |
NA |
NA |
NA |
|
Admin |
No |
NA |
NA |
NA |
NA |
What are the permissions assigned to the Default
roles at Project level?
· ProjectAdmin: Users invited as "Project Admin " are referred as the
administrator of the project created and assigned to them. They will be
granted access to manage project-level data and resources. They can also
invite users, manage roles, add/ remove resources, contribute to Marketplace
for the projects.
The below table guides you with the permissions and actions assigned to the
Project Admin with each module and page in the Robility Manager.
|
Project Admin |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Dashboard |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Roles & Users-Manage users |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Roles & Users-Manage roles |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Credential Manager |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Deploy Robot |
Yes |
Yes |
Yes |
Yes |
Yes |
|
License |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Schedule Robot |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Interact Workflow - Review |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Interact Workflow - URN Management |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Interact Workflow - Reports |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Interact Workflow - Project Configuration |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Workflow |
Yes |
Yes |
Yes |
Yes |
Yes |
· RPA Developer: Users invited as "RPA Developer " will have access to publish
workflow to project area. They can also configure Interact workflow management
pages.
The below table guides you with the permissions and actions assigned to the RPA
Developer with each module and page in the Robility Manager.
|
RPA Developer |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Dashboard |
Yes |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage users |
No |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage roles |
No |
NA |
NA |
NA |
NA |
|
Credential Manager |
Yes |
No |
No |
No |
Yes |
|
Deploy Robot |
Yes |
No |
No |
No |
Yes |
|
License |
Yes |
NA |
NA |
NA |
No |
|
Schedule Robot |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Interact Workflow - Review |
Yes |
Yes |
Yes |
NA |
Yes |
|
Interact Workflow - URN Management |
Yes |
Yes |
Yes |
NA |
Yes |
|
Interact Workflow - Reports |
Yes |
Yes |
Yes |
NA |
Yes |
|
Interact Workflow - Project Configuration |
Yes |
Yes |
Yes |
NA |
Yes |
|
Workflow |
Yes |
NA |
NA |
NA |
Yes |
· Credential Admin: Users invited as 'Credential Admin' will have access to
manage application credentials utilized by robots. However, they will not be
granted the ability to deploy robots or access the Interact and Workflows
pages.
· Within their role as Credential Admins, these users are entrusted with the
critical responsibility of overseeing and managing application credentials
used by robots in the system. This includes the creation, modification, and
deletion of credentials to ensure secure and efficient robotic process
automation.
The below table guides you with the permissions and actions assigned to the Credential
Admin with each module and page in the Robility Manager.
|
Credential Admin |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Dashboard |
Yes |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage users |
No |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage roles |
No |
NA |
NA |
NA |
NA |
|
Credential Manager |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Deploy Robot |
No |
NA |
NA |
NA |
NA |
|
License |
No |
NA |
NA |
NA |
NA |
|
Schedule Robot |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - Review |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - URN Management |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - Reports |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - Project Configuration |
No |
NA |
NA |
NA |
NA |
|
Workflow |
No |
NA |
NA |
NA |
NA |
· Process Admin: Users invited as “Process Admin” are responsible for adding
and monitoring robots after the robots have gone live. They will additionally have
access to Interact against the project.
The below table guides you with the permissions and actions assigned to the Credential
Admin with each module and page in the Robility Manager.
|
Process Admin |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Dashboard |
Yes |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage users |
No |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage roles |
No |
NA |
NA |
NA |
NA |
|
Credential Manager |
Yes |
No |
No |
No |
Yes |
|
Deploy Robot |
Yes |
Yes |
Yes |
Yes |
Yes |
|
License |
Yes |
Yes |
NA |
NA |
NA |
|
Schedule Robot |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Interact Workflow - Review |
Yes |
Yes |
Yes |
NA |
NA |
|
Interact Workflow - URN Management |
Yes |
Yes |
Yes |
NA |
NA |
|
Interact Workflow - Reports |
Yes |
Yes |
Yes |
NA |
Yes |
|
Interact Workflow - Project Configuration |
No |
NA |
NA |
NA |
NA |
|
Workflow |
No |
NA |
NA |
NA |
NA |
· Interact User: Users invited as “Interact User” will be working to review
transaction in Interact Platform.
The below table guides you with the permissions and actions assigned to the Interact
User with each module and page in the Robility Manager.
|
Interact User |
|||||
|
Page |
View |
Add |
Edit |
Delete |
Action |
|
Dashboard |
Yes |
No |
No |
No |
No |
|
Roles & Users-Manage users |
No |
NA |
NA |
NA |
NA |
|
Roles & Users-Manage roles |
No |
NA |
NA |
NA |
NA |
|
Credential Manager |
No |
NA |
NA |
NA |
NA |
|
Deploy Robot |
No |
NA |
NA |
NA |
NA |
|
License |
No |
NA |
NA |
NA |
NA |
|
Schedule Robot |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - Review |
Yes |
Yes |
Yes |
NA |
Yes |
|
Interact Workflow - URN Management |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - Reports |
No |
NA |
NA |
NA |
NA |
|
Interact Workflow - Project Configuration |
No |
NA |
NA |
NA |
NA |
|
Workflow |
No |
NA |
NA |
NA |
NA |