Getting started with the platform

Overview

In Automation Cloud™, we have two primary user persona categories: administrators and non-administrators. These categories encompass distinct roles and responsibilities within the platform. This page is dedicated to illustrating the typical journey taken by both personas when they first start using Automation Cloud.

The platform automatically categorizes users into different implicit user personas based on the type of license they possess. These implicit user personas are used to tailor the user experience to their specific needs and responsibilities.

• Admin users - are not mapped based on their licenses but based on their membership in the Administrators user group.

• Non admin users - Non-admin users are mapped based on their licenses.

User persona	License
Administrator - configures organization settings, user access controls, and oversees the efficient operation of the platform	Not mapped based on license, but on their membership in the Administrators user group.
RPA developer - designs automations in Studio that meet the organization automating requirements.	Automation Developer - Named User and Multiuser RPA Developer - Named User and Multiuser Process Mining Developer - Named User
Citizen developer - runs automations designed by RPA developers, completes actions, creates quick automations using StudioX.	Citizen Developer - Named User and Multiuser
Business user - runs automations designed by RPA developers, completes actions	Attended - Named User and Multiuser Action Center - Named User and Multiuser
Analyst - identifies processes that can be simplified, digitized, or eliminated, uses metrics to create reports	Process Mining Business User - Named User Insights Designer User
Tester - tests RPAs and other software within Studio, creates test environments.	Tester - Named User
Automation Express user - designs and runs attended automations for individual needs.	Automation Express

Admin user journey

Admin users are responsible for configuring and managing the platform settings for their organization. They have the authority to define settings, create tenants, manage licenses, and configure accounts and groups. Here's a common journey for admin users during the initial configuration:

Area	Steps
Sign-up/sign in	Create an account and create your organization. Sign in to access your organization.
User interface	Explore the user interface.
Preferences	Customize your account preferences, such as theme, language, and notifications.
Organization settings	Configure organization-specific settings and preferences: manage organization settings; configure security and access control.
Tenants	Manage tenants to separate different business areas, such as departments, geographical locations, business units, etc.
Services	Manage services for each tenant.
Access control	Set up user accounts, groups, and permissions for efficient collaboration and access control. You can use preconfigured groups and roles that for managing access and permissions. You can also create custom groups and roles. Create accounts, add them to groups to grant permissions, and also allocate user licenses. manage the accounts and groups for your organization manage access
Licensing	Manage licensing for the entire organization, individual tenants, and users: allocate robot and service licenses to tenants allocate user licenses

Non-admin user journey

Non-admin users are focused on using the platform's services to accomplish their tasks. They don't typically have administrative privileges but need to effectively utilize the platform's features.

Here's a common journey for non-admin users:

Area	Steps
Sign-up/sign in	Sign in to access the platform via SSO.
User interface	Explore the user interface.
Preferences	Customize your account preferences, such as theme, language, and notifications.
Services	Access and utilize services within the platform according to your role and tasks. To learn more about each product, visit their official product documentation as listed on the page.