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UiPath Action Center

UiPath Action Center 指南

:bulb+:、摄像头 :movie-camera+:、Action Center :white-check-mark+:

角色和权限

Learn what permissions are needed for working with Actions.

The roles and permissions for Actions are set from Orchestrator.

机器人角色


In order for the Robot to generate an Action, upload, download, and delete data from a storage bucket, it needs the appropriate permissions. Make sure the Robot role has been granted the following:

To create an action:

  • 查看编辑创建操作

To assign an action:

  • Create on Actions Assignments

To upload document data:

  • 查看编辑创建存储文件
  • 查看存储桶

To delete document data after downloading:

  • 查看编辑删除存储文件
  • 查看存储桶

 

Personal Workspace Administrator role


To generate actions in the context of a personal workspace folder and have them displayed in the Action Center inbox, the following permissions have been added as default:

  • Create, View, Edit, Delete on Actions.
  • Create, View, Edit, Delete on Action Catalogs.

 

自定义角色 - 操作


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备注:

对操作分配的“创建”权限用于在操作面板上启用“管理操作”视图,从而便于管理相应 Orchestrator 文件夹中的所有操作。要仅查看和管理分配给自己的操作,请切换到“我的操作”视图。

我们建议在处理操作时定义以下角色:

文档验证管理员

As a validation admin, you see all the generated Document Validation Actions and assign them to users in the Manage Actions view.

需要以下权限:

  • View, Edit on Actions.
  • View, Edit, Create, Delete on Storage Files.
  • View on Storage Buckets.
  • View, Edit, Create on Action Assignments.
  • 查看编辑创建操作目录。

文档验证用户

As a validation user, you see all the form and Document Validation Actions assigned to you, and validate them in the My Actions view.

需要以下权限:

  • View, Edit on Actions.
  • View, Edit, Create on Storage Files.
  • View on Storage Buckets.
  • View, Edit on Action Assignments.

文档分类管理员

As a classification admin, you see all the generated Document Classification Actions and assign them to users in the Manage Actions view.

需要以下权限:

  • View, Edit on Actions.
  • View, Edit, Create, Delete on Storage Files.
  • View on Storage Buckets.
  • View, Edit, Create on Action Assignments.
  • 查看编辑创建操作目录。

文档分类用户

As a classification user, you see all the form and Document Classification Actions assigned to you, and edit them in the My Actions view.

需要以下权限:

  • View, Edit on Actions.
  • View, Edit, Create on Storage Files.
  • View on Storage Buckets.
  • View, Edit on Action Assignments.

操作管理员用户

As an action admin, you see all the generated Form Actions and assign them to users in the Manage Actions view.

需要以下权限:

  • 查看创建操作分配。
  • 查看编辑创建操作目录。
  • View, Edit, Create, Delete on Actions.

To manage action labels, the following permissions are required:

  • View, Create, Delete on Tags.

操作用户

As an action user, you see all the Form Actions assigned to you, and edit them in the My Actions view.

需要以下权限:

  • 查看编辑创建操作。

To manage action labels, the following permissions are required:

  • View, Create, Delete on Tags.

技术用户

As a technical user, you handle External Actions.

需要以下权限:

  • 编辑操作。

To manage action labels, the following permissions are required:

  • View, Create, Delete on Tags.

 

自定义角色 - 流程

我们建议定义以下角色用于处理流程:

队列流程用户

As a queue process user, you can generate forms to provide inputs to a queue.

需要以下权限:

  • View on Queues.
  • View, Edit, Delete on Transactions.

作业流程用户

As a job process user, you can generate forms to provide inputs to a job.

需要以下权限:

  • View on Processes.
  • View, Edit, Delete on Jobs.

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通过文件上传触发流程

要通过文件上传触发流程,您需要以下权限:

  • View, Edit, Create on Storage Files.

约一个月前更新

角色和权限


Learn what permissions are needed for working with Actions.

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